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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 | $26,612 | $133,981-80.1% | $112,249-76.3% | $134,532-80.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.59% | 47.16%-64.7pp | 27.48%-45.1pp | 418.27%-435.9pp |
| Employer contribution / active EE | $7,277 | $4,040+80.1% | $3,636+100.1% | $4,741+53.5% |
| Participant deferral / active EE | $10,671 | $5,292+101.6% | $4,729+125.6% | $6,401+66.7% |
| Admin fee / account holder | $30,729 | $7,492+310.2% | $6,412+379.2% | $11,429+168.9% |