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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 | $32,987 | $95,975-65.6% | $74,549-55.8% | $135,379-75.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.97% | 56.96%-65.9pp | 32.53%-41.5pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,418 | $2,716-11.0% | $1,961+23.3% | $4,779-49.4% |
| Participant deferral / active EE | $6,574 | $3,844+71.0% | $3,108+111.5% | $5,609+17.2% |
| Admin fee / account holder | $1,413 | $6,522-78.3% | $5,059-72.1% | $10,828-87.0% |