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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 | $20,154 | $152,597-86.8% | $117,533-82.9% | $134,532-85.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.13% | 53.04%-73.2pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,965 | $5,576-64.8% | $4,179-53.0% | $4,741-58.5% |
| Participant deferral / active EE | $6,719 | $4,821+39.4% | $4,072+65.0% | $6,401+5.0% |
| Admin fee / account holder | $2,256 | $7,007-67.8% | $5,647-60.0% | $11,429-80.3% |