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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 | $57,142 | $152,597-62.6% | $117,533-51.4% | $134,532-57.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.07% | 53.04%-71.1pp | 29.77%-47.8pp | 418.27%-436.3pp |
| Employer contribution / active EE | $8,560 | $5,576+53.5% | $4,179+104.8% | $4,741+80.6% |
| Participant deferral / active EE | $1,336 | $4,821-72.3% | $4,072-67.2% | $6,401-79.1% |
| Admin fee / account holder | $1,016 | $7,007-85.5% | $5,647-82.0% | $11,429-91.1% |