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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 | $26,253 | $133,981-80.4% | $112,249-76.6% | $134,532-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.06% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $20,461 | $4,040+406.5% | $3,636+462.7% | $4,741+331.6% |
| Participant deferral / active EE | $8,868 | $5,292+67.6% | $4,729+87.5% | $6,401+38.5% |
| Admin fee / account holder | $86,490 | $7,492+1054.5% | $6,412+1248.8% | $11,429+656.8% |