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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 | $55,142 | $152,597-63.9% | $117,533-53.1% | $134,532-59.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.55% | 53.04%-69.6pp | 29.77%-46.3pp | 418.27%-434.8pp |
| Employer contribution / active EE | $12,423 | $5,576+122.8% | $4,179+197.3% | $4,741+162.0% |
| Participant deferral / active EE | $7,795 | $4,821+61.7% | $4,072+91.4% | $6,401+21.8% |
| Admin fee / account holder | $728 | $7,007-89.6% | $5,647-87.1% | $11,429-93.6% |