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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 | $52,037 | $67,352-22.7% | $60,899-14.6% | $134,509-61.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.42% | 49.99%-57.4pp | 16.92%-24.3pp | 418.13%-425.6pp |
| Employer contribution / active EE | $4,554 | $3,098+47.0% | $2,702+68.5% | $4,741-3.9% |
| Participant deferral / active EE | $2,679 | $4,539-41.0% | $3,817-29.8% | $6,400-58.1% |
| Admin fee / account holder | $1,578 | $4,585-65.6% | $3,225-51.1% | $11,427-86.2% |