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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 | $55,954 | $67,372-16.9% | $60,906-8.1% | $134,532-58.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.65% | 50.05%-67.7pp | 16.94%-34.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,834 | $3,099+23.7% | $2,703+41.8% | $4,741-19.1% |
| Participant deferral / active EE | $11,649 | $4,532+157.0% | $3,814+205.4% | $6,401+82.0% |
| Admin fee / account holder | $2,992 | $4,588-34.8% | $3,227-7.3% | $11,429-73.8% |