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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 | $35,749 | $93,117-61.6% | $77,096-53.6% | $134,532-73.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.95% | 62.67%-68.6pp | 42.35%-48.3pp | 418.27%-424.2pp |
| Employer contribution / active EE | $7,868 | $3,420+130.0% | $2,814+179.5% | $4,741+65.9% |
| Participant deferral / active EE | $5,452 | $5,241+4.0% | $4,429+23.1% | $6,401-14.8% |
| Admin fee / account holder | $6,661 | $6,948-4.1% | $5,428+22.7% | $11,429-41.7% |