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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 | $28,013 | $95,975-70.8% | $74,549-62.4% | $135,379-79.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.01% | 56.96%-65.0pp | 32.53%-40.5pp | 519.79%-527.8pp |
| Employer contribution / active EE | $4,442 | $2,716+63.5% | $1,961+126.5% | $4,779-7.1% |
| Participant deferral / active EE | $4,442 | $3,844+15.6% | $3,108+42.9% | $5,609-20.8% |
| Admin fee / account holder | $8,629 | $6,522+32.3% | $5,059+70.6% | $10,828-20.3% |