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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 | $89,926 | $95,975-6.3% | $74,549+20.6% | $135,379-33.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.69% | 56.96%-61.7pp | 32.53%-37.2pp | 519.79%-524.5pp |
| Employer contribution / active EE | $12,238 | $2,716+350.6% | $1,961+524.1% | $4,779+156.1% |
| Participant deferral / active EE | $7,380 | $3,844+92.0% | $3,108+137.4% | $5,609+31.6% |
| Admin fee / account holder | $571 | $6,522-91.2% | $5,059-88.7% | $10,828-94.7% |