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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 | $37,409 | $67,396-44.5% | $60,919-38.6% | $134,545-72.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.73% | 50.12%-58.8pp | 16.96%-25.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $4,668 | $3,101+50.5% | $2,704+72.7% | $4,742-1.5% |
| Participant deferral / active EE | $6,552 | $4,534+44.5% | $3,814+71.8% | $6,401+2.4% |
| Admin fee / account holder | $16,387 | $4,590+257.0% | $3,228+407.7% | $11,431+43.4% |