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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,404 | $133,981-41.5% | $112,249-30.2% | $134,532-41.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.13% | 47.16%-59.3pp | 27.48%-39.6pp | 418.27%-430.4pp |
| Employer contribution / active EE | $4,040 | $4,0400% | $3,636+11.1% | $4,741-14.8% |
| Participant deferral / active EE | $10,918 | $5,292+106.3% | $4,729+130.9% | $6,401+70.6% |
| Admin fee / account holder | $743 | $7,492-90.1% | $6,412-88.4% | $11,429-93.5% |