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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 | $85,701 | $152,591-43.8% | $117,529-27.1% | $134,545-36.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.97% | 53.04%-66.0pp | 29.77%-42.7pp | 418.37%-431.3pp |
| Employer contribution / active EE | $13,971 | $5,576+150.5% | $4,179+234.3% | $4,742+194.7% |
| Participant deferral / active EE | $8,241 | $4,821+70.9% | $4,072+102.4% | $6,401+28.7% |
| Admin fee / account holder | $408 | $7,004-94.2% | $5,645-92.8% | $11,431-96.4% |