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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 | $40,177 | $106,551-62.3% | $91,225-56.0% | $134,532-70.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.17% | 160.78%-177.9pp | 114.12%-131.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $6,898 | $3,331+107.0% | $2,851+142.0% | $4,741+45.5% |
| Participant deferral / active EE | $6,500 | $4,718+37.8% | $4,233+53.5% | $6,401+1.5% |
| Admin fee / account holder | $748 | $6,234-88.0% | $5,422-86.2% | $11,429-93.5% |