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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 | $51,852 | $133,998-61.3% | $112,263-53.8% | $134,545-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.73% | 47.17%-58.9pp | 27.49%-39.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $7,058 | $4,040+74.7% | $3,636+94.1% | $4,742+48.9% |
| Participant deferral / active EE | $5,696 | $5,292+7.6% | $4,729+20.4% | $6,401-11.0% |
| Admin fee / account holder | $834 | $7,493-88.9% | $6,410-87.0% | $11,431-92.7% |