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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 | $128,157 | $67,352+90.3% | $60,899+110.4% | $134,509-4.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.77% | 49.99%-67.8pp | 16.92%-34.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $4,906 | $3,098+58.4% | $2,702+81.5% | $4,741+3.5% |
| Participant deferral / active EE | $9,323 | $4,539+105.4% | $3,817+144.2% | $6,400+45.7% |
| Admin fee / account holder | $794 | $4,585-82.7% | $3,225-75.4% | $11,427-93.1% |