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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 | $76,058 | $93,098-18.3% | $77,081-1.3% | $134,509-43.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.95% | 62.63%-76.6pp | 42.33%-56.3pp | 418.13%-432.1pp |
| Employer contribution / active EE | $19,529 | $3,419+471.1% | $2,813+594.1% | $4,741+312.0% |
| Participant deferral / active EE | $13,645 | $5,239+160.4% | $4,428+208.2% | $6,400+113.2% |
| Admin fee / account holder | $3,375 | $6,945-51.4% | $5,427-37.8% | $11,427-70.5% |