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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 | $76,236 | $135,645-43.8% | $110,243-30.8% | $135,380-43.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.82% | 513.24%-519.1pp | 314.76%-320.6pp | 519.81%-525.6pp |
| Employer contribution / active EE | $14,918 | $4,907+204.0% | $3,827+289.8% | $4,779+212.2% |
| Participant deferral / active EE | $11,340 | $5,507+105.9% | $4,672+142.7% | $5,609+102.2% |
| Admin fee / account holder | $834 | $11,458-92.7% | $8,548-90.2% | $10,828-92.3% |