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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 | $20,826 | $95,979-78.3% | $74,551-72.1% | $135,380-84.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.34% | 56.97%-63.3pp | 32.53%-38.9pp | 519.81%-526.1pp |
| Employer contribution / active EE | $4,216 | $2,716+55.2% | $1,961+115.0% | $4,779-11.8% |
| Participant deferral / active EE | $3,395 | $3,844-11.7% | $3,108+9.2% | $5,609-39.5% |
| Admin fee / account holder | $6,843 | $6,522+4.9% | $5,059+35.3% | $10,828-36.8% |