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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 | $67,372-22.8% | $60,906-14.6% | $134,532-61.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.42% | 50.05%-57.5pp | 16.94%-24.4pp | 418.27%-425.7pp |
| Employer contribution / active EE | $4,554 | $3,099+46.9% | $2,703+68.5% | $4,741-3.9% |
| Participant deferral / active EE | $2,679 | $4,532-40.9% | $3,814-29.8% | $6,401-58.1% |
| Admin fee / account holder | $1,578 | $4,588-65.6% | $3,227-51.1% | $11,429-86.2% |