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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 | $62,014 | $67,372-8.0% | $60,906+1.8% | $134,532-53.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.52% | 50.05%-67.6pp | 16.94%-34.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $9,376 | $3,099+202.5% | $2,703+246.9% | $4,741+97.8% |
| Participant deferral / active EE | $4,409 | $4,532-2.7% | $3,814+15.6% | $6,401-31.1% |
| Admin fee / account holder | $4,290 | $4,588-6.5% | $3,227+33.0% | $11,429-62.5% |