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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 | $103,053 | $133,998-23.1% | $112,263-8.2% | $134,545-23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.69% | 47.17%-66.9pp | 27.49%-47.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $4,257 | $4,040+5.4% | $3,636+17.1% | $4,742-10.2% |
| Participant deferral / active EE | $14,655 | $5,292+176.9% | $4,729+209.9% | $6,401+128.9% |
| Admin fee / account holder | $754 | $7,493-89.9% | $6,410-88.2% | $11,431-93.4% |