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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 | $99,627 | $93,124+7.0% | $77,100+29.2% | $134,545-26.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.46% | 62.68%-73.1pp | 42.35%-52.8pp | 418.37%-428.8pp |
| Employer contribution / active EE | $3,857 | $3,421+12.7% | $2,815+37.0% | $4,742-18.7% |
| Participant deferral / active EE | $4,848 | $5,242-7.5% | $4,430+9.4% | $6,401-24.3% |
| Admin fee / account holder | $63,411 | $6,970+809.8% | $5,443+1064.9% | $11,431+454.7% |