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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 | $60,299 | $133,981-55.0% | $112,249-46.3% | $134,532-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.76% | 47.16%-60.9pp | 27.48%-41.2pp | 418.27%-432.0pp |
| Employer contribution / active EE | $8,119 | $4,040+101.0% | $3,636+123.3% | $4,741+71.3% |
| Participant deferral / active EE | $7,727 | $5,292+46.0% | $4,729+63.4% | $6,401+20.7% |
| Admin fee / account holder | $3,944 | $7,492-47.4% | $6,412-38.5% | $11,429-65.5% |