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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 | $53,785 | $93,117-42.2% | $77,096-30.2% | $134,532-60.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.53% | 62.67%-76.2pp | 42.35%-55.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $8,416 | $3,420+146.1% | $2,814+199.0% | $4,741+77.5% |
| Participant deferral / active EE | $8,223 | $5,241+56.9% | $4,429+85.7% | $6,401+28.5% |
| Admin fee / account holder | $642 | $6,948-90.8% | $5,428-88.2% | $11,429-94.4% |