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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 | $52,798 | $67,372-21.6% | $60,906-13.3% | $134,532-60.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.70% | 50.05%-64.7pp | 16.94%-31.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $5,275 | $3,099+70.2% | $2,703+95.2% | $4,741+11.3% |
| Participant deferral / active EE | $2,641 | $4,532-41.7% | $3,814-30.7% | $6,401-58.7% |
| Admin fee / account holder | $4,935 | $4,588+7.6% | $3,227+52.9% | $11,429-56.8% |