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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 | $60,334 | $95,979-37.1% | $74,551-19.1% | $135,380-55.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.16% | 56.97%-63.1pp | 32.53%-38.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,606 | $2,716+32.8% | $1,961+83.9% | $4,779-24.5% |
| Participant deferral / active EE | $7,757 | $3,844+101.8% | $3,108+149.5% | $5,609+38.3% |
| Admin fee / account holder | $8,350 | $6,522+28.0% | $5,059+65.1% | $10,828-22.9% |