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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 | $35,437 | $135,645-73.9% | $110,243-67.9% | $135,380-73.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.57% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $10,833 | $4,907+120.8% | $3,827+183.1% | $4,779+126.7% |
| Participant deferral / active EE | $8,400 | $5,507+52.5% | $4,672+79.8% | $5,609+49.8% |
| Admin fee / account holder | $2,007 | $11,458-82.5% | $8,548-76.5% | $10,828-81.5% |