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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 | $152,212 | $95,979+58.6% | $74,551+104.2% | $135,380+12.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 56.97%-64.0pp | 32.53%-39.6pp | 519.81%-526.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,153 | $3,844+34.1% | $3,108+65.8% | $5,609-8.1% |
| Admin fee / account holder | $7,425 | $6,522+13.8% | $5,059+46.8% | $10,828-31.4% |