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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 | $53,305 | $67,372-20.9% | $60,906-12.5% | $134,532-60.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.10% | 50.05%-63.1pp | 16.94%-30.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,033 | $3,099-66.7% | $2,703-61.8% | $4,741-78.2% |
| Participant deferral / active EE | $1,593 | $4,532-64.8% | $3,814-58.2% | $6,401-75.1% |
| Admin fee / account holder | $8,132 | $4,588+77.2% | $3,227+152.0% | $11,429-28.8% |