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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 | $59,560 | $135,645-56.1% | $110,243-46.0% | $135,380-56.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.03% | 513.24%-521.3pp | 314.76%-322.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,553 | $4,907-48.0% | $3,827-33.3% | $4,779-46.6% |
| Participant deferral / active EE | $9,192 | $5,507+66.9% | $4,672+96.7% | $5,609+63.9% |
| Admin fee / account holder | $1,425 | $11,458-87.6% | $8,548-83.3% | $10,828-86.8% |