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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 | $80,553 | $93,117-13.5% | $77,096+4.5% | $134,532-40.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.51% | 62.67%-77.2pp | 42.35%-56.9pp | 418.27%-432.8pp |
| Employer contribution / active EE | $25,000 | $3,420+630.9% | $2,814+788.3% | $4,741+427.3% |
| Participant deferral / active EE | $20,500 | $5,241+291.1% | $4,429+362.8% | $6,401+220.3% |
| Admin fee / account holder | $14,572 | $6,948+109.7% | $5,428+168.4% | $11,429+27.5% |