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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 | $52,645 | $152,542-65.5% | $117,498-55.2% | $134,509-60.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.48% | 53.02%-66.5pp | 29.75%-43.2pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,726 | $5,574-69.0% | $4,178-58.7% | $4,741-63.6% |
| Participant deferral / active EE | $3,418 | $4,819-29.1% | $4,071-16.1% | $6,400-46.6% |
| Admin fee / account holder | $3,685 | $7,006-47.4% | $5,646-34.7% | $11,427-67.7% |