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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 | $70,289 | $134,001-47.5% | $112,258-37.4% | $134,509-47.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.35% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.5pp |
| Employer contribution / active EE | $6,333 | $4,039+56.8% | $3,636+74.2% | $4,741+33.6% |
| Participant deferral / active EE | $3,171 | $5,291-40.1% | $4,728-32.9% | $6,400-50.5% |
| Admin fee / account holder | $9,399 | $7,491+25.5% | $6,411+46.6% | $11,427-17.7% |