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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 | $32,107 | $133,998-76.0% | $112,263-71.4% | $134,545-76.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.60% | 47.17%-60.8pp | 27.49%-41.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $6,795 | $4,040+68.2% | $3,636+86.9% | $4,742+43.3% |
| Participant deferral / active EE | $1,502 | $5,292-71.6% | $4,729-68.2% | $6,401-76.5% |
| Admin fee / account holder | $17,847 | $7,493+138.2% | $6,410+178.4% | $11,431+56.1% |