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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 | $87,531 | $93,117-6.0% | $77,096+13.5% | $134,532-34.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.70% | 62.67%-69.4pp | 42.35%-49.1pp | 418.27%-425.0pp |
| Employer contribution / active EE | $28,304 | $3,420+727.5% | $2,814+905.7% | $4,741+497.0% |
| Participant deferral / active EE | $26,083 | $5,241+397.6% | $4,429+488.9% | $6,401+307.5% |
| Admin fee / account holder | $2,779 | $6,948-60.0% | $5,428-48.8% | $11,429-75.7% |