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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 | $110,490 | $133,981-17.5% | $112,249-1.6% | $134,532-17.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.99% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $5,139 | $4,040+27.2% | $3,636+41.3% | $4,741+8.4% |
| Participant deferral / active EE | $4,250 | $5,292-19.7% | $4,729-10.1% | $6,401-33.6% |
| Admin fee / account holder | $564 | $7,492-92.5% | $6,412-91.2% | $11,429-95.1% |