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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 | $74,619 | $133,998-44.3% | $112,263-33.5% | $134,545-44.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.75% | 47.17%-60.9pp | 27.49%-41.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $5,699 | $4,040+41.1% | $3,636+56.7% | $4,742+20.2% |
| Participant deferral / active EE | $13,220 | $5,292+149.8% | $4,729+179.5% | $6,401+106.5% |
| Admin fee / account holder | $33,353 | $7,493+345.1% | $6,410+420.3% | $11,431+191.8% |