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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 | $33,067 | $93,117-64.5% | $77,096-57.1% | $134,532-75.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.69% | 62.67%-74.4pp | 42.35%-54.0pp | 418.27%-430.0pp |
| Employer contribution / active EE | $4,369 | $3,420+27.7% | $2,814+55.2% | $4,741-7.9% |
| Participant deferral / active EE | $7,463 | $5,241+42.4% | $4,429+68.5% | $6,401+16.6% |
| Admin fee / account holder | $451 | $6,948-93.5% | $5,428-91.7% | $11,429-96.1% |