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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 | $97,654 | $197,819-50.6% | $155,789-37.3% | $125,389-22.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.67% | 86.73%-88.4pp | 71.54%-73.2pp | 282.24%-283.9pp |
| Employer contribution / active EE | $9,486 | $4,850+95.6% | $3,839+147.1% | $4,866+94.9% |
| Participant deferral / active EE | $8,587 | $5,631+52.5% | $4,798+79.0% | $5,352+60.4% |
| Admin fee / account holder | $818 | $9,544-91.4% | $7,477-89.1% | $9,541-91.4% |