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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 | $47,092 | $95,979-50.9% | $74,551-36.8% | $135,380-65.2% |
| 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 | $1,680 | $2,716-38.2% | $1,961-14.4% | $4,779-64.9% |
| Participant deferral / active EE | $6,359 | $3,844+65.4% | $3,108+104.6% | $5,609+13.4% |
| Admin fee / account holder | $812 | $6,522-87.5% | $5,059-83.9% | $10,828-92.5% |