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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 | $67,140 | $134,001-49.9% | $112,258-40.2% | $134,509-50.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.96% | 47.15%-62.1pp | 27.47%-42.4pp | 418.13%-433.1pp |
| Employer contribution / active EE | $8,909 | $4,039+120.6% | $3,636+145.0% | $4,741+87.9% |
| Participant deferral / active EE | $11,705 | $5,291+121.2% | $4,728+147.5% | $6,400+82.9% |
| Admin fee / account holder | $14,392 | $7,491+92.1% | $6,411+124.5% | $11,427+26.0% |