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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 | $45,297 | $95,975-52.8% | $74,549-39.2% | $135,379-66.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.49% | 56.96%-65.5pp | 32.53%-41.0pp | 519.79%-528.3pp |
| Employer contribution / active EE | $7,433 | $2,716+173.7% | $1,961+279.1% | $4,779+55.5% |
| Participant deferral / active EE | $19,934 | $3,844+418.6% | $3,108+541.3% | $5,609+255.4% |
| Admin fee / account holder | $11,192 | $6,522+71.6% | $5,059+121.2% | $10,828+3.4% |