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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 | $32,387 | $133,981-75.8% | $112,249-71.1% | $134,532-75.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.75% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $10,920 | $4,040+170.3% | $3,636+200.3% | $4,741+130.3% |
| Participant deferral / active EE | $5,059 | $5,292-4.4% | $4,729+7.0% | $6,401-21.0% |
| Admin fee / account holder | $309 | $7,492-95.9% | $6,412-95.2% | $11,429-97.3% |