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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 | $19,366 | $93,124-79.2% | $77,100-74.9% | $134,545-85.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.35% | 62.68%-70.0pp | 42.35%-49.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $7,047 | $3,421+106.0% | $2,815+150.3% | $4,742+48.6% |
| Participant deferral / active EE | $7,112 | $5,242+35.7% | $4,430+60.6% | $6,401+11.1% |
| Admin fee / account holder | $1,780 | $6,970-74.5% | $5,443-67.3% | $11,431-84.4% |