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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 | $75,754 | $133,981-43.5% | $112,249-32.5% | $134,532-43.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.99% | 47.16%-66.1pp | 27.48%-46.5pp | 418.27%-437.3pp |
| Employer contribution / active EE | $10,486 | $4,040+159.6% | $3,636+188.4% | $4,741+121.2% |
| Participant deferral / active EE | $4,500 | $5,292-15.0% | $4,729-4.8% | $6,401-29.7% |
| Admin fee / account holder | $500 | $7,492-93.3% | $6,412-92.2% | $11,429-95.6% |