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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 | $68,790 | $95,979-28.3% | $74,551-7.7% | $135,380-49.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.27% | 56.97%-62.2pp | 32.53%-37.8pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,111 | $2,716-59.1% | $1,961-43.3% | $4,779-76.8% |
| Participant deferral / active EE | $3,850 | $3,844+0.2% | $3,108+23.9% | $5,609-31.4% |
| Admin fee / account holder | $374 | $6,522-94.3% | $5,059-92.6% | $10,828-96.5% |