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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 | $54,904 | $95,975-42.8% | $74,552-26.4% | $135,382-59.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.43% | 56.96%-64.4pp | 32.53%-40.0pp | 519.77%-527.2pp |
| Employer contribution / active EE | $5,566 | $2,716+104.9% | $1,961+183.9% | $4,779+16.5% |
| Participant deferral / active EE | $7,744 | $3,844+101.5% | $3,108+149.1% | $5,609+38.1% |
| Admin fee / account holder | $2,225 | $6,522-65.9% | $5,060-56.0% | $10,829-79.5% |