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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 | $105,112 | $133,981-21.5% | $112,249-6.4% | $134,532-21.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.47% | 47.16%-61.6pp | 27.48%-42.0pp | 418.27%-432.7pp |
| Employer contribution / active EE | $15,937 | $4,040+294.5% | $3,636+338.3% | $4,741+236.2% |
| Participant deferral / active EE | $6,422 | $5,292+21.3% | $4,729+35.8% | $6,401+0.3% |
| Admin fee / account holder | $39,445 | $7,492+426.5% | $6,412+515.1% | $11,429+245.1% |