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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 | $28,772 | $95,975-70.0% | $74,549-61.4% | $135,379-78.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.55% | 56.96%-63.5pp | 32.53%-39.1pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,712 | $2,716-0.2% | $1,961+38.3% | $4,779-43.3% |
| Participant deferral / active EE | $2,712 | $3,844-29.4% | $3,108-12.8% | $5,609-51.7% |
| Admin fee / account holder | $18,995 | $6,522+191.3% | $5,059+275.5% | $10,828+75.4% |