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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 | $74,875 | $133,998-44.1% | $112,263-33.3% | $134,545-44.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.90% | 47.17%-67.1pp | 27.49%-47.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $9,288 | $4,040+129.9% | $3,636+155.4% | $4,742+95.9% |
| Participant deferral / active EE | $5,489 | $5,292+3.7% | $4,729+16.1% | $6,401-14.3% |
| Admin fee / account holder | $7,065 | $7,493-5.7% | $6,410+10.2% | $11,431-38.2% |