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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 | $74,180 | $95,979-22.7% | $74,551-0.5% | $135,380-45.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.18% | 56.97%-60.2pp | 32.53%-35.7pp | 519.81%-523.0pp |
| Employer contribution / active EE | $585 | $2,716-78.4% | $1,961-70.1% | $4,779-87.7% |
| Participant deferral / active EE | $787 | $3,844-79.5% | $3,108-74.7% | $5,609-86.0% |
| Admin fee / account holder | $1,024 | $6,522-84.3% | $5,059-79.8% | $10,828-90.5% |