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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 | $73,988 | $152,597-51.5% | $117,533-37.0% | $134,532-45.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.08% | 53.04%-71.1pp | 29.77%-47.9pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,659 | $5,576-34.4% | $4,179-12.4% | $4,741-22.8% |
| Participant deferral / active EE | $2,999 | $4,821-37.8% | $4,072-26.4% | $6,401-53.2% |
| Admin fee / account holder | $2,703 | $7,007-61.4% | $5,647-52.1% | $11,429-76.3% |