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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 | $41,431 | $67,372-38.5% | $60,906-32.0% | $134,532-69.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.54% | 50.05%-67.6pp | 16.94%-34.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,930 | $3,099-37.7% | $2,703-28.6% | $4,741-59.3% |
| Participant deferral / active EE | $3,966 | $4,532-12.5% | $3,814+4.0% | $6,401-38.0% |
| Admin fee / account holder | $14,137 | $4,588+208.1% | $3,227+338.1% | $11,429+23.7% |