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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 | $46,981 | $67,396-30.3% | $60,919-22.9% | $134,545-65.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.17% | 50.12%-61.3pp | 16.96%-28.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $6,853 | $3,101+121.0% | $2,704+153.5% | $4,742+44.5% |
| Participant deferral / active EE | $3,720 | $4,534-18.0% | $3,814-2.5% | $6,401-41.9% |
| Admin fee / account holder | $2,132 | $4,590-53.5% | $3,228-33.9% | $11,431-81.3% |