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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 | $64,545 | $95,975-32.7% | $74,552-13.4% | $135,382-52.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.93% | 56.96%-62.9pp | 32.53%-38.5pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,136 | $2,716-21.3% | $1,961+8.9% | $4,779-55.3% |
| Participant deferral / active EE | $6,392 | $3,844+66.3% | $3,108+105.6% | $5,609+14.0% |
| Admin fee / account holder | $722 | $6,522-88.9% | $5,060-85.7% | $10,829-93.3% |