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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 | $88,350 | $135,645-34.9% | $110,243-19.9% | $135,380-34.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.16% | 513.24%-521.4pp | 314.76%-322.9pp | 519.81%-528.0pp |
| Employer contribution / active EE | $10,051 | $4,907+104.8% | $3,827+162.7% | $4,779+110.3% |
| Participant deferral / active EE | $9,552 | $5,507+73.4% | $4,672+104.4% | $5,609+70.3% |
| Admin fee / account holder | $616 | $11,458-94.6% | $8,548-92.8% | $10,828-94.3% |