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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 | $101,505 | $133,998-24.2% | $112,263-9.6% | $134,545-24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.38% | 47.17%-62.6pp | 27.49%-42.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $13,982 | $4,040+246.1% | $3,636+284.5% | $4,742+194.9% |
| Participant deferral / active EE | $10,810 | $5,292+104.3% | $4,729+128.6% | $6,401+68.9% |
| Admin fee / account holder | $643 | $7,493-91.4% | $6,410-90.0% | $11,431-94.4% |