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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 | $68,842 | $129,959-47.0% | $104,301-34.0% | $134,532-48.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.75% | 42.04%-55.8pp | 24.61%-38.4pp | 418.27%-432.0pp |
| Employer contribution / active EE | $7,873 | $4,185+88.1% | $3,373+133.4% | $4,741+66.0% |
| Participant deferral / active EE | $3,637 | $5,589-34.9% | $4,626-21.4% | $6,401-43.2% |
| Admin fee / account holder | $951 | $9,325-89.8% | $7,340-87.0% | $11,429-91.7% |