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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 | $51,871 | $133,998-61.3% | $112,263-53.8% | $134,545-61.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.44% | 47.17%-59.6pp | 27.49%-39.9pp | 418.37%-430.8pp |
| Employer contribution / active EE | $3,224 | $4,040-20.2% | $3,636-11.3% | $4,742-32.0% |
| Participant deferral / active EE | $5,201 | $5,292-1.7% | $4,729+10.0% | $6,401-18.8% |
| Admin fee / account holder | $34,356 | $7,493+358.5% | $6,410+435.9% | $11,431+200.6% |