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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 | $65,947 | $133,998-50.8% | $112,263-41.3% | $134,545-51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.66% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $11,920 | $4,040+195.0% | $3,636+227.8% | $4,742+151.4% |
| Participant deferral / active EE | $8,500 | $5,292+60.6% | $4,729+79.7% | $6,401+32.8% |
| Admin fee / account holder | $895 | $7,493-88.1% | $6,410-86.0% | $11,431-92.2% |