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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 | $58,104 | $152,591-61.9% | $117,529-50.6% | $134,545-56.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -1.67% | 53.04%-54.7pp | 29.77%-31.4pp | 418.37%-420.0pp |
| Employer contribution / active EE | $15,108 | $5,576+170.9% | $4,179+261.5% | $4,742+218.6% |
| Participant deferral / active EE | $8,812 | $4,821+82.8% | $4,072+116.4% | $6,401+37.7% |
| Admin fee / account holder | $3,714 | $7,004-47.0% | $5,645-34.2% | $11,431-67.5% |