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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 | $131,099 | $133,998-2.2% | $112,263+16.8% | $134,545-2.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.80% | 47.17%-61.0pp | 27.49%-41.3pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,480 | $4,040-63.4% | $3,636-59.3% | $4,742-68.8% |
| Participant deferral / active EE | $4,224 | $5,292-20.2% | $4,729-10.7% | $6,401-34.0% |
| Admin fee / account holder | $17,363 | $7,493+131.7% | $6,410+170.9% | $11,431+51.9% |