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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 | $68,459 | $134,001-48.9% | $112,258-39.0% | $134,509-49.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.18% | 47.15%-66.3pp | 27.47%-46.7pp | 418.13%-437.3pp |
| Employer contribution / active EE | $8,549 | $4,039+111.6% | $3,636+135.1% | $4,741+80.3% |
| Participant deferral / active EE | $8,592 | $5,291+62.4% | $4,728+81.7% | $6,400+34.2% |
| Admin fee / account holder | $319 | $7,491-95.7% | $6,411-95.0% | $11,427-97.2% |