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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 | $32,436 | $67,396-51.9% | $60,919-46.8% | $134,545-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.56% | 50.12%-67.7pp | 16.96%-34.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $4,711 | $3,101+51.9% | $2,704+74.2% | $4,742-0.6% |
| Participant deferral / active EE | $8,569 | $4,534+89.0% | $3,814+124.6% | $6,401+33.9% |
| Admin fee / account holder | $16,870 | $4,590+267.5% | $3,228+422.7% | $11,431+47.6% |