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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 | $67,396-57.6% | $60,919-53.1% | $134,545-78.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.48% | 50.12%-68.6pp | 16.96%-35.4pp | 418.37%-436.9pp |
| Employer contribution / active EE | $6,512 | $3,101+110.0% | $2,704+140.9% | $4,742+37.3% |
| Participant deferral / active EE | $9,058 | $4,534+99.8% | $3,814+137.5% | $6,401+41.5% |
| Admin fee / account holder | $2,721 | $4,590-40.7% | $3,228-15.7% | $11,431-76.2% |