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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 | $61,750 | $67,396-8.4% | $60,919+1.4% | $134,545-54.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.47% | 50.12%-66.6pp | 16.96%-33.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $6,822 | $3,101+120.0% | $2,704+152.3% | $4,742+43.9% |
| Participant deferral / active EE | $2,468 | $4,534-45.6% | $3,814-35.3% | $6,401-61.5% |
| Admin fee / account holder | $2,688 | $4,590-41.4% | $3,228-16.7% | $11,431-76.5% |