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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 | $64,373 | $84,464-23.8% | $61,399+4.8% | $134,509-52.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.96% | 585.06%-606.0pp | 338.81%-359.8pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,832 | $1,545+18.6% | $1,159+58.0% | $4,741-61.4% |
| Participant deferral / active EE | $3,199 | $2,818+13.5% | $2,124+50.6% | $6,400-50.0% |
| Admin fee / account holder | $2,384 | $2,587-7.9% | $2,131+11.9% | $11,427-79.1% |