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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 | $19,116 | $95,979-80.1% | $74,551-74.4% | $135,380-85.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.27% | 56.97%-64.2pp | 32.53%-39.8pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,881 | $2,716-30.7% | $1,961-4.1% | $4,779-60.6% |
| Participant deferral / active EE | $5,513 | $3,844+43.4% | $3,108+77.4% | $5,609-1.7% |
| Admin fee / account holder | $1,816 | $6,522-72.2% | $5,059-64.1% | $10,828-83.2% |