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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 | $28,544 | $67,352-57.6% | $60,899-53.1% | $134,509-78.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.48% | 49.99%-68.5pp | 16.92%-35.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $6,512 | $3,098+110.2% | $2,702+141.0% | $4,741+37.4% |
| Participant deferral / active EE | $9,058 | $4,539+99.6% | $3,817+137.3% | $6,400+41.5% |
| Admin fee / account holder | $2,721 | $4,585-40.7% | $3,225-15.6% | $11,427-76.2% |