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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 | $32,553 | $67,352-51.7% | $60,899-46.5% | $134,509-75.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.51% | 49.99%-62.5pp | 16.92%-29.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $5,213 | $3,098+68.3% | $2,702+92.9% | $4,741+10.0% |
| Participant deferral / active EE | $5,227 | $4,539+15.2% | $3,817+36.9% | $6,400-18.3% |
| Admin fee / account holder | $783 | $4,585-82.9% | $3,225-75.7% | $11,427-93.1% |