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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 | $59,441 | $135,645-56.2% | $110,243-46.1% | $135,379-56.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.39% | 513.24%-516.6pp | 314.76%-318.1pp | 519.79%-523.2pp |
| Employer contribution / active EE | $6,850 | $4,907+39.6% | $3,827+79.0% | $4,779+43.3% |
| Participant deferral / active EE | $6,317 | $5,507+14.7% | $4,672+35.2% | $5,609+12.6% |
| Admin fee / account holder | $25,688 | $11,458+124.2% | $8,548+200.5% | $10,828+137.2% |