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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 | $30,694 | $95,975-68.0% | $74,549-58.8% | $135,379-77.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.28% | 56.96%-63.2pp | 32.53%-38.8pp | 519.79%-526.1pp |
| Employer contribution / active EE | $3,656 | $2,716+34.6% | $1,961+86.4% | $4,779-23.5% |
| Participant deferral / active EE | $7,705 | $3,844+100.5% | $3,108+147.9% | $5,609+37.4% |
| Admin fee / account holder | $3,791 | $6,522-41.9% | $5,059-25.1% | $10,828-65.0% |