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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 | $71,420 | $197,819-63.9% | $155,789-54.2% | $125,389-43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.53% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $11,560 | $4,850+138.3% | $3,839+201.1% | $4,866+137.6% |
| Participant deferral / active EE | $10,405 | $5,631+84.8% | $4,798+116.9% | $5,352+94.4% |
| Admin fee / account holder | $1,501 | $9,544-84.3% | $7,477-79.9% | $9,541-84.3% |