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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 | $30,548 | $133,981-77.2% | $112,249-72.8% | $134,532-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.38% | 47.16%-56.5pp | 27.48%-36.9pp | 418.27%-427.6pp |
| Employer contribution / active EE | $2,814 | $4,040-30.4% | $3,636-22.6% | $4,741-40.7% |
| Participant deferral / active EE | $12,603 | $5,292+138.2% | $4,729+166.5% | $6,401+96.9% |
| Admin fee / account holder | $32,233 | $7,492+330.3% | $6,412+402.7% | $11,429+182.0% |