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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 | $75,675 | $152,597-50.4% | $117,533-35.6% | $134,532-43.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.15% | 53.04%-73.2pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $9,604 | $5,576+72.2% | $4,179+129.8% | $4,741+102.6% |
| Participant deferral / active EE | $12,247 | $4,821+154.0% | $4,072+200.7% | $6,401+91.3% |
| Admin fee / account holder | $1,120 | $7,007-84.0% | $5,647-80.2% | $11,429-90.2% |