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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 | $36,325 | $133,981-72.9% | $112,249-67.6% | $134,532-73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.02% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,142 | $4,040-71.7% | $3,636-68.6% | $4,741-75.9% |
| Participant deferral / active EE | $3,921 | $5,292-25.9% | $4,729-17.1% | $6,401-38.7% |
| Admin fee / account holder | $301 | $7,492-96.0% | $6,412-95.3% | $11,429-97.4% |