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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 | $77,731 | $133,981-42.0% | $112,249-30.8% | $134,532-42.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.28% | 47.16%-55.4pp | 27.48%-35.8pp | 418.27%-426.5pp |
| Employer contribution / active EE | $27,365 | $4,040+577.4% | $3,636+652.6% | $4,741+477.2% |
| Participant deferral / active EE | $18,000 | $5,292+240.1% | $4,729+280.6% | $6,401+181.2% |
| Admin fee / account holder | $87,157 | $7,492+1063.4% | $6,412+1259.2% | $11,429+662.6% |