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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 | $100,852 | $133,998-24.7% | $112,263-10.2% | $134,545-25.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -15.65% | 47.17%-62.8pp | 27.49%-43.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $12,993 | $4,040+221.6% | $3,636+257.3% | $4,742+174.0% |
| Participant deferral / active EE | $7,844 | $5,292+48.2% | $4,729+65.8% | $6,401+22.5% |
| Admin fee / account holder | $57,764 | $7,493+670.9% | $6,410+801.1% | $11,431+405.3% |