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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 | $93,843 | $67,352+39.3% | $60,899+54.1% | $134,509-30.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.27% | 49.99%-59.3pp | 16.92%-26.2pp | 418.13%-427.4pp |
| Employer contribution / active EE | $8,841 | $3,098+185.4% | $2,702+227.2% | $4,741+86.5% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,499 | $4,585-45.5% | $3,225-22.5% | $11,427-78.1% |