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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 | $80,354 | $133,981-40.0% | $112,249-28.4% | $134,532-40.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.80% | 47.16%-58.0pp | 27.48%-38.3pp | 418.27%-429.1pp |
| Employer contribution / active EE | $15,390 | $4,040+281.0% | $3,636+323.3% | $4,741+224.6% |
| Participant deferral / active EE | $17,695 | $5,292+234.4% | $4,729+274.2% | $6,401+176.4% |
| Admin fee / account holder | $495,684 | $7,492+6516.4% | $6,412+7630.1% | $11,429+4237.2% |