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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 | $70,011 | $104,106-32.7% | $71,086-1.5% | $135,382-48.3% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.7%+35.3pp | 82.6%+7.4pp |
| Annual return | -10.26% | 1256.30%-1266.6pp | 650.59%-660.9pp | 519.77%-530.0pp |
| Employer contribution / active EE | $9,114 | $1,485+513.8% | $1,088+737.9% | $4,779+90.7% |
| Participant deferral / active EE | $8,560 | $2,527+238.7% | $1,874+356.7% | $5,609+52.6% |
| Admin fee / account holder | $812 | $4,142-80.4% | $3,082-73.6% | $10,829-92.5% |