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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 | $30,372 | $93,117-67.4% | $77,096-60.6% | $134,532-77.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.20% | 62.67%-81.9pp | 42.35%-61.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $13,085 | $3,420+282.6% | $2,814+364.9% | $4,741+176.0% |
| Participant deferral / active EE | $7,006 | $5,241+33.7% | $4,429+58.2% | $6,401+9.4% |
| Admin fee / account holder | $602 | $6,948-91.3% | $5,428-88.9% | $11,429-94.7% |