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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 | $64,412 | $190,916-66.3% | $160,037-59.8% | $134,545-52.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.88% | 552.79%-562.7pp | 408.95%-418.8pp | 418.37%-428.3pp |
| Employer contribution / active EE | $12,500 | $4,996+150.2% | $4,226+195.8% | $4,742+163.6% |
| Participant deferral / active EE | $10,296 | $6,925+48.7% | $6,184+66.5% | $6,401+60.8% |
| Admin fee / account holder | $489 | $10,497-95.3% | $8,716-94.4% | $11,431-95.7% |