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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 | $40,648 | $106,551-61.9% | $91,225-55.4% | $134,532-69.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.56% | 160.78%-180.3pp | 114.12%-133.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $8,895 | $3,331+167.0% | $2,851+212.0% | $4,741+87.6% |
| Participant deferral / active EE | $6,530 | $4,718+38.4% | $4,233+54.3% | $6,401+2.0% |
| Admin fee / account holder | $733 | $6,234-88.3% | $5,422-86.5% | $11,429-93.6% |