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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 | $50,320 | $95,979-47.6% | $74,551-32.5% | $135,380-62.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.32% | 56.97%-62.3pp | 32.53%-37.9pp | 519.81%-525.1pp |
| Employer contribution / active EE | $708 | $2,716-73.9% | $1,961-63.9% | $4,779-85.2% |
| Participant deferral / active EE | $1,763 | $3,844-54.1% | $3,108-43.3% | $5,609-68.6% |
| Admin fee / account holder | $5,227 | $6,522-19.9% | $5,059+3.3% | $10,828-51.7% |