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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 | $39,620 | $134,001-70.4% | $112,258-64.7% | $134,509-70.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.07% | 47.15%-59.2pp | 27.47%-39.5pp | 418.13%-430.2pp |
| Employer contribution / active EE | $10,087 | $4,039+149.7% | $3,636+177.5% | $4,741+112.8% |
| Participant deferral / active EE | $4,490 | $5,291-15.1% | $4,728-5.0% | $6,400-29.9% |
| Admin fee / account holder | $2,321 | $7,491-69.0% | $6,411-63.8% | $11,427-79.7% |