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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 | $34,549 | $93,124-62.9% | $77,100-55.2% | $134,545-74.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.88% | 62.68%-81.6pp | 42.35%-61.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $5,123 | $3,421+49.7% | $2,815+82.0% | $4,742+8.0% |
| Participant deferral / active EE | $4,468 | $5,242-14.8% | $4,430+0.9% | $6,401-30.2% |
| Admin fee / account holder | $532 | $6,970-92.4% | $5,443-90.2% | $11,431-95.3% |