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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 | $65,094 | $95,979-32.2% | $74,551-12.7% | $135,380-51.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.39% | 56.97%-62.4pp | 32.53%-37.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $4,999 | $2,716+84.0% | $1,961+154.9% | $4,779+4.6% |
| Participant deferral / active EE | $8,134 | $3,844+111.6% | $3,108+161.7% | $5,609+45.0% |
| Admin fee / account holder | $11,412 | $6,522+75.0% | $5,059+125.6% | $10,828+5.4% |