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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 | $60,539 | $67,396-10.2% | $60,919-0.6% | $134,545-55.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.80% | 50.12%-60.9pp | 16.96%-27.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $6,935 | $3,101+123.6% | $2,704+156.5% | $4,742+46.3% |
| Participant deferral / active EE | $14,275 | $4,534+214.8% | $3,814+274.2% | $6,401+123.0% |
| Admin fee / account holder | $1,156 | $4,590-74.8% | $3,228-64.2% | $11,431-89.9% |