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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 | $49,424 | $67,396-26.7% | $60,919-18.9% | $134,545-63.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.29% | 50.12%-65.4pp | 16.96%-32.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,000 | $3,101+125.7% | $2,704+158.9% | $4,742+47.6% |
| Participant deferral / active EE | $3,801 | $4,534-16.2% | $3,814-0.3% | $6,401-40.6% |
| Admin fee / account holder | $1,416 | $4,590-69.1% | $3,228-56.1% | $11,431-87.6% |