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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 | $134,102 | $93,023+44.2% | $77,027+74.1% | $134,493-0.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.87% | 62.61%-78.5pp | 42.32%-58.2pp | 418.01%-433.9pp |
| Employer contribution / active EE | $3,148 | $3,418-7.9% | $2,813+11.9% | $4,740-33.6% |
| Participant deferral / active EE | $12,232 | $5,238+133.5% | $4,427+176.3% | $6,400+91.1% |
| Admin fee / account holder | $16,575 | $6,944+138.7% | $5,425+205.5% | $11,425+45.1% |