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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 | $59,342 | $95,979-38.2% | $74,551-20.4% | $135,380-56.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.92% | 56.97%-65.9pp | 32.53%-41.5pp | 519.81%-528.7pp |
| Employer contribution / active EE | $7,271 | $2,716+167.7% | $1,961+270.8% | $4,779+52.1% |
| Participant deferral / active EE | $8,601 | $3,844+123.8% | $3,108+176.7% | $5,609+53.3% |
| Admin fee / account holder | $4,452 | $6,522-31.7% | $5,059-12.0% | $10,828-58.9% |