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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 | $41,534 | $95,975-56.7% | $74,552-44.3% | $135,382-69.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.51% | 56.96%-62.5pp | 32.53%-38.0pp | 519.77%-525.3pp |
| Employer contribution / active EE | $6,630 | $2,716+144.1% | $1,961+238.1% | $4,779+38.7% |
| Participant deferral / active EE | $944 | $3,844-75.4% | $3,108-69.6% | $5,609-83.2% |
| Admin fee / account holder | $3,454 | $6,522-47.0% | $5,060-31.7% | $10,829-68.1% |