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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 | $56,955 | $168,635-66.2% | $147,617-61.4% | $125,389-54.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.38% | 77.65%-81.0pp | 61.98%-65.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $11,343 | $6,252+81.4% | $5,564+103.8% | $4,866+133.1% |
| Participant deferral / active EE | $10,000 | $5,507+81.6% | $4,895+104.3% | $5,352+86.9% |
| Admin fee / account holder | $1,128 | $13,580-91.7% | $11,612-90.3% | $9,541-88.2% |