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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 | $56,991 | $152,542-62.6% | $117,498-51.5% | $134,509-57.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 53.02%-69.6pp | 29.75%-46.4pp | 418.13%-434.8pp |
| Employer contribution / active EE | $22,950 | $5,574+311.7% | $4,178+449.3% | $4,741+384.1% |
| Participant deferral / active EE | $5,486 | $4,819+13.8% | $4,071+34.7% | $6,400-14.3% |
| Admin fee / account holder | $513 | $7,006-92.7% | $5,646-90.9% | $11,427-95.5% |