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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 | $134,001-41.5% | $112,258-30.2% | $134,509-41.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.13% | 47.15%-59.3pp | 27.47%-39.6pp | 418.13%-430.3pp |
| Employer contribution / active EE | $4,040 | $4,0390% | $3,636+11.1% | $4,741-14.8% |
| Participant deferral / active EE | $10,918 | $5,291+106.3% | $4,728+130.9% | $6,400+70.6% |
| Admin fee / account holder | $743 | $7,491-90.1% | $6,411-88.4% | $11,427-93.5% |