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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 | $48,657 | $93,117-47.7% | $77,096-36.9% | $134,532-63.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.76% | 62.67%-78.4pp | 42.35%-58.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $18,521 | $3,420+441.5% | $2,814+558.1% | $4,741+290.6% |
| Participant deferral / active EE | $15,823 | $5,241+201.9% | $4,429+257.2% | $6,401+147.2% |
| Admin fee / account holder | $3,754 | $6,948-46.0% | $5,428-30.8% | $11,429-67.2% |