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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 | $120,567 | $67,340+79.0% | $60,888+98.0% | $134,493-10.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.37% | 49.97%-56.3pp | 16.91%-23.3pp | 418.01%-424.4pp |
| Employer contribution / active EE | $8,198 | $3,096+164.8% | $2,702+203.4% | $4,740+73.0% |
| Participant deferral / active EE | $7,145 | $4,538+57.5% | $3,817+87.2% | $6,400+11.6% |
| Admin fee / account holder | $12,644 | $4,583+175.9% | $3,225+292.0% | $11,425+10.7% |