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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 | $63,561 | $133,981-52.6% | $112,249-43.4% | $134,532-52.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.13% | 47.16%-67.3pp | 27.48%-47.6pp | 418.27%-438.4pp |
| Employer contribution / active EE | $7,396 | $4,040+83.1% | $3,636+103.4% | $4,741+56.0% |
| Participant deferral / active EE | $5,544 | $5,292+4.8% | $4,729+17.2% | $6,401-13.4% |
| Admin fee / account holder | $6,680 | $7,492-10.8% | $6,412+4.2% | $11,429-41.5% |