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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 | $63,929 | $93,117-31.3% | $77,096-17.1% | $134,532-52.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.12% | 62.67%-78.8pp | 42.35%-58.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $6,460 | $3,420+88.9% | $2,814+129.5% | $4,741+36.3% |
| Participant deferral / active EE | $3,577 | $5,241-31.7% | $4,429-19.2% | $6,401-44.1% |
| Admin fee / account holder | $40,324 | $6,948+480.4% | $5,428+642.8% | $11,429+252.8% |