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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 | $109,065 | $129,959-16.1% | $104,301+4.6% | $134,532-18.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.56% | 42.04%-59.6pp | 24.61%-42.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $16,772 | $4,185+300.7% | $3,373+397.3% | $4,741+253.7% |
| Participant deferral / active EE | $26,626 | $5,589+376.4% | $4,626+475.6% | $6,401+316.0% |
| Admin fee / account holder | $499 | $9,325-94.7% | $7,340-93.2% | $11,429-95.6% |