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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 | $13,558 | $67,396-79.9% | $60,919-77.7% | $134,545-89.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.80% | 50.12%-69.9pp | 16.96%-36.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $4,829 | $3,101+55.7% | $2,704+78.6% | $4,742+1.8% |
| Participant deferral / active EE | $9,631 | $4,534+112.4% | $3,814+152.5% | $6,401+50.5% |
| Admin fee / account holder | $3,578 | $4,590-22.0% | $3,228+10.9% | $11,431-68.7% |