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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 | $51,613 | $133,998-61.5% | $112,263-54.0% | $134,545-61.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.66% | 47.17%-58.8pp | 27.49%-39.1pp | 418.37%-430.0pp |
| Employer contribution / active EE | $8,831 | $4,040+118.6% | $3,636+142.9% | $4,742+86.3% |
| Participant deferral / active EE | $3,181 | $5,292-39.9% | $4,729-32.7% | $6,401-50.3% |
| Admin fee / account holder | $964 | $7,493-87.1% | $6,410-85.0% | $11,431-91.6% |