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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 | $48,516 | $152,597-68.2% | $117,533-58.7% | $134,532-63.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.66% | 53.04%-69.7pp | 29.77%-46.4pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,550 | $5,576-72.2% | $4,179-62.9% | $4,741-67.3% |
| Participant deferral / active EE | $2,330 | $4,821-51.7% | $4,072-42.8% | $6,401-63.6% |
| Admin fee / account holder | $3,976 | $7,007-43.3% | $5,647-29.6% | $11,429-65.2% |