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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 | $71,195 | $95,979-25.8% | $74,551-4.5% | $135,380-47.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.54% | 56.97%-62.5pp | 32.53%-38.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $8,102 | $2,716+198.3% | $1,961+313.1% | $4,779+69.5% |
| Participant deferral / active EE | $5,880 | $3,844+53.0% | $3,108+89.2% | $5,609+4.8% |
| Admin fee / account holder | $574 | $6,522-91.2% | $5,059-88.7% | $10,828-94.7% |