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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 | $73,811 | $88,603-16.7% | $69,890+5.6% | $134,545-45.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.65% | 442.93%-459.6pp | 190.84%-207.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $12,736 | $3,236+293.6% | $2,560+397.4% | $4,742+168.6% |
| Participant deferral / active EE | $6,556 | $4,771+37.4% | $3,848+70.3% | $6,401+2.4% |
| Admin fee / account holder | $454 | $10,443-95.7% | $6,267-92.8% | $11,431-96.0% |