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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 | $58,208 | $95,979-39.4% | $74,551-21.9% | $135,380-57.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.36% | 56.97%-61.3pp | 32.53%-36.9pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,050 | $2,716-61.3% | $1,961-46.5% | $4,779-78.0% |
| Participant deferral / active EE | $13,150 | $3,844+242.1% | $3,108+323.1% | $5,609+134.4% |
| Admin fee / account holder | $776 | $6,522-88.1% | $5,059-84.7% | $10,828-92.8% |