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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 | $27,379 | $95,979-71.5% | $74,551-63.3% | $135,380-79.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.57% | 56.97%-64.5pp | 32.53%-40.1pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,704 | $2,716-0.5% | $1,961+37.9% | $4,779-43.4% |
| Participant deferral / active EE | $7,454 | $3,844+93.9% | $3,108+139.8% | $5,609+32.9% |
| Admin fee / account holder | $6,985 | $6,522+7.1% | $5,059+38.1% | $10,828-35.5% |