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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 | $67,359 | $67,3400% | $60,888+10.6% | $134,493-49.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.00% | 49.97%-66.0pp | 16.91%-32.9pp | 418.01%-434.0pp |
| Employer contribution / active EE | $4,190 | $3,096+35.3% | $2,702+55.1% | $4,740-11.6% |
| Participant deferral / active EE | $6,148 | $4,538+35.5% | $3,817+61.1% | $6,400-3.9% |
| Admin fee / account holder | $1,461 | $4,583-68.1% | $3,225-54.7% | $11,425-87.2% |