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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 | $27,449 | $95,975-71.4% | $74,549-63.2% | $135,379-79.7% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -6.75% | 56.96%-63.7pp | 32.53%-39.3pp | 519.79%-526.5pp |
| Employer contribution / active EE | $6,667 | $2,716+145.4% | $1,961+240.0% | $4,779+39.5% |
| Participant deferral / active EE | $794 | $3,844-79.3% | $3,108-74.4% | $5,609-85.8% |
| Admin fee / account holder | $16,293 | $6,522+149.8% | $5,059+222.1% | $10,828+50.5% |