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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 | $74,226 | $95,979-22.7% | $74,551-0.4% | $135,380-45.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.56% | 56.97%-61.5pp | 32.53%-37.1pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,871 | $2,716+42.5% | $1,961+97.4% | $4,779-19.0% |
| Participant deferral / active EE | $2,494 | $3,844-35.1% | $3,108-19.8% | $5,609-55.5% |
| Admin fee / account holder | $7,578 | $6,522+16.2% | $5,059+49.8% | $10,828-30.0% |