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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 | $117,993 | $133,998-11.9% | $112,263+5.1% | $134,545-12.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.69% | 47.17%-63.9pp | 27.49%-44.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $28,434 | $4,040+603.8% | $3,636+682.0% | $4,742+499.7% |
| Participant deferral / active EE | $7,887 | $5,292+49.0% | $4,729+66.8% | $6,401+23.2% |
| Admin fee / account holder | $866 | $7,493-88.4% | $6,410-86.5% | $11,431-92.4% |