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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 | $31,132 | $95,979-67.6% | $74,551-58.2% | $135,380-77.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.61% | 56.97%-65.6pp | 32.53%-41.1pp | 519.81%-528.4pp |
| Employer contribution / active EE | $5,554 | $2,716+104.5% | $1,961+183.2% | $4,779+16.2% |
| Participant deferral / active EE | $5,172 | $3,844+34.6% | $3,108+66.4% | $5,609-7.8% |
| Admin fee / account holder | $638 | $6,522-90.2% | $5,059-87.4% | $10,828-94.1% |