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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 | $87,620 | $129,960-32.6% | $104,299-16.0% | $134,545-34.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -3.87% | 42.06%-45.9pp | 24.62%-28.5pp | 418.37%-422.2pp |
| Employer contribution / active EE | $16,355 | $4,186+290.7% | $3,373+384.9% | $4,742+244.9% |
| Participant deferral / active EE | $10,643 | $5,589+90.4% | $4,626+130.1% | $6,401+66.3% |
| Admin fee / account holder | $1,127 | $9,324-87.9% | $7,339-84.6% | $11,431-90.1% |