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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 | $51,422 | $95,979-46.4% | $74,551-31.0% | $135,380-62.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.80% | 56.97%-62.8pp | 32.53%-38.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,948 | $2,716-28.3% | $1,961-0.7% | $4,779-59.2% |
| Participant deferral / active EE | $6,492 | $3,844+68.9% | $3,108+108.9% | $5,609+15.7% |
| Admin fee / account holder | $826 | $6,522-87.3% | $5,059-83.7% | $10,828-92.4% |