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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 | $38,903 | $67,352-42.2% | $60,899-36.1% | $134,509-71.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.64% | 49.99%-66.6pp | 16.92%-33.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $3,008 | $3,098-2.9% | $2,702+11.3% | $4,741-36.6% |
| Participant deferral / active EE | $4,953 | $4,539+9.1% | $3,817+29.7% | $6,400-22.6% |
| Admin fee / account holder | $2,200 | $4,585-52.0% | $3,225-31.8% | $11,427-80.7% |