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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 | $40,823 | $95,979-57.5% | $74,551-45.2% | $135,380-69.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.53% | 56.97%-63.5pp | 32.53%-39.1pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,892 | $2,716+80.1% | $1,961+149.4% | $4,779+2.4% |
| Participant deferral / active EE | $6,212 | $3,844+61.6% | $3,108+99.8% | $5,609+10.7% |
| Admin fee / account holder | $825 | $6,522-87.4% | $5,059-83.7% | $10,828-92.4% |