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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 | $92,043 | $152,542-39.7% | $117,498-21.7% | $134,509-31.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.89% | 53.02%-67.9pp | 29.75%-44.6pp | 418.13%-433.0pp |
| Employer contribution / active EE | $8,611 | $5,574+54.5% | $4,178+106.1% | $4,741+81.6% |
| Participant deferral / active EE | $6,377 | $4,819+32.3% | $4,071+56.6% | $6,400-0.4% |
| Admin fee / account holder | $769 | $7,006-89.0% | $5,646-86.4% | $11,427-93.3% |