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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 | $59,956 | $95,975-37.5% | $74,549-19.6% | $135,379-55.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.04% | 56.96%-64.0pp | 32.53%-39.6pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,440 | $2,716-47.0% | $1,961-26.6% | $4,779-69.9% |
| Participant deferral / active EE | $1,980 | $3,844-48.5% | $3,108-36.3% | $5,609-64.7% |
| Admin fee / account holder | $26,639 | $6,522+308.5% | $5,059+426.6% | $10,828+146.0% |