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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 | $30,357 | $95,975-68.4% | $74,549-59.3% | $135,379-77.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.42% | 56.96%-64.4pp | 32.53%-40.0pp | 519.79%-527.2pp |
| Employer contribution / active EE | $4,002 | $2,716+47.3% | $1,961+104.1% | $4,779-16.3% |
| Participant deferral / active EE | $6,948 | $3,844+80.8% | $3,108+123.6% | $5,609+23.9% |
| Admin fee / account holder | $1,004 | $6,522-84.6% | $5,059-80.2% | $10,828-90.7% |