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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 | $91,791 | $133,998-31.5% | $112,263-18.2% | $134,545-31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.91% | 47.17%-61.1pp | 27.49%-41.4pp | 418.37%-432.3pp |
| Employer contribution / active EE | $13,158 | $4,040+225.7% | $3,636+261.9% | $4,742+177.5% |
| Participant deferral / active EE | $4,760 | $5,292-10.1% | $4,729+0.7% | $6,401-25.6% |
| Admin fee / account holder | $1,545 | $7,493-79.4% | $6,410-75.9% | $11,431-86.5% |