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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 | $69,955 | $95,975-27.1% | $74,552-6.2% | $135,382-48.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.03% | 56.96%-65.0pp | 32.53%-40.6pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,726 | $2,716-36.5% | $1,961-12.0% | $4,779-63.9% |
| Participant deferral / active EE | $12,655 | $3,844+229.2% | $3,108+307.1% | $5,609+125.6% |
| Admin fee / account holder | $321 | $6,522-95.1% | $5,060-93.6% | $10,829-97.0% |