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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 | $65,454 | $95,975-31.8% | $74,549-12.2% | $135,379-51.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.75% | 56.96%-62.7pp | 32.53%-38.3pp | 519.79%-525.5pp |
| Employer contribution / active EE | $873 | $2,716-67.9% | $1,961-55.5% | $4,779-81.7% |
| Participant deferral / active EE | $3,126 | $3,844-18.7% | $3,108+0.6% | $5,609-44.3% |
| Admin fee / account holder | $3,093 | $6,522-52.6% | $5,059-38.9% | $10,828-71.4% |