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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 | $95,121 | $152,591-37.7% | $117,529-19.1% | $134,545-29.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.65% | 53.04%-70.7pp | 29.77%-47.4pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,605 | $5,576-71.2% | $4,179-61.6% | $4,742-66.2% |
| Participant deferral / active EE | $807 | $4,821-83.3% | $4,072-80.2% | $6,401-87.4% |
| Admin fee / account holder | $6,377 | $7,004-9.0% | $5,645+13.0% | $11,431-44.2% |