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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 | $69,870 | $67,396+3.7% | $60,919+14.7% | $134,545-48.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.62% | 50.12%-63.7pp | 16.96%-30.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $4,767 | $3,101+53.7% | $2,704+76.3% | $4,742+0.5% |
| Participant deferral / active EE | $1,513 | $4,534-66.6% | $3,814-60.3% | $6,401-76.4% |
| Admin fee / account holder | $19,188 | $4,590+318.0% | $3,228+494.5% | $11,431+67.9% |