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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 | $55,659 | $133,998-58.5% | $112,263-50.4% | $134,545-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.17% | 47.17%-60.3pp | 27.49%-40.7pp | 418.37%-431.5pp |
| Employer contribution / active EE | $8,973 | $4,040+122.1% | $3,636+146.8% | $4,742+89.2% |
| Participant deferral / active EE | $7,794 | $5,292+47.3% | $4,729+64.8% | $6,401+21.8% |
| Admin fee / account holder | $2,640 | $7,493-64.8% | $6,410-58.8% | $11,431-76.9% |