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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 | $83,566 | $93,124-10.3% | $77,100+8.4% | $134,545-37.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.06% | 62.68%-75.7pp | 42.35%-55.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $8,809 | $3,421+157.5% | $2,815+213.0% | $4,742+85.8% |
| Participant deferral / active EE | $6,909 | $5,242+31.8% | $4,430+56.0% | $6,401+7.9% |
| Admin fee / account holder | $30,049 | $6,970+331.1% | $5,443+452.0% | $11,431+162.9% |