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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 | $152,527-43.8% | $117,490-27.1% | $134,493-36.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.97% | 53.00%-66.0pp | 29.75%-42.7pp | 418.01%-431.0pp |
| Employer contribution / active EE | $13,971 | $5,572+150.7% | $4,177+234.5% | $4,740+194.7% |
| Participant deferral / active EE | $8,241 | $4,818+71.0% | $4,071+102.4% | $6,400+28.8% |
| Admin fee / account holder | $408 | $7,005-94.2% | $5,646-92.8% | $11,425-96.4% |