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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 | $30,734 | $152,542-79.9% | $117,498-73.8% | $134,509-77.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.11% | 53.02%-66.1pp | 29.75%-42.9pp | 418.13%-431.2pp |
| Employer contribution / active EE | $5,712 | $5,574+2.5% | $4,178+36.7% | $4,741+20.5% |
| Participant deferral / active EE | $14,800 | $4,819+207.1% | $4,071+263.5% | $6,400+131.2% |
| Admin fee / account holder | $12,297 | $7,006+75.5% | $5,646+117.8% | $11,427+7.6% |