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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 | $124,806 | $134,001-6.9% | $112,258+11.2% | $134,509-7.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.92% | 47.15%-64.1pp | 27.47%-44.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $13,681 | $4,039+238.7% | $3,636+276.3% | $4,741+188.6% |
| Participant deferral / active EE | $9,620 | $5,291+81.8% | $4,728+103.4% | $6,400+50.3% |
| Admin fee / account holder | $3,552 | $7,491-52.6% | $6,411-44.6% | $11,427-68.9% |