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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 | $69,990 | $67,396+3.8% | $60,919+14.9% | $134,545-48.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.77% | 50.12%-61.9pp | 16.96%-28.7pp | 418.37%-430.1pp |
| Employer contribution / active EE | $8,075 | $3,101+160.4% | $2,704+198.6% | $4,742+70.3% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,266 | $4,590-72.4% | $3,228-60.8% | $11,431-88.9% |