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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 | $28,902 | $67,352-57.1% | $60,899-52.5% | $134,509-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.19% | 49.99%-70.2pp | 16.92%-37.1pp | 418.13%-438.3pp |
| Employer contribution / active EE | $4,705 | $3,098+51.9% | $2,702+74.1% | $4,741-0.8% |
| Participant deferral / active EE | $12,889 | $4,539+184.0% | $3,817+237.7% | $6,400+101.4% |
| Admin fee / account holder | $4,157 | $4,585-9.3% | $3,225+28.9% | $11,427-63.6% |