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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 | $31,983 | $67,352-52.5% | $60,899-47.5% | $134,509-76.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.71% | 49.99%-67.7pp | 16.92%-34.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $7,735 | $3,098+149.7% | $2,702+186.3% | $4,741+63.2% |
| Participant deferral / active EE | $9,353 | $4,539+106.1% | $3,817+145.0% | $6,400+46.1% |
| Admin fee / account holder | $8,400 | $4,585+83.2% | $3,225+160.5% | $11,427-26.5% |