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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 | $110,178 | $138,075-20.2% | $123,552-10.8% | $135,379-18.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.19% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $7,043 | $5,152+36.7% | $4,628+52.2% | $4,779+47.4% |
| Participant deferral / active EE | $19,042 | $6,800+180.0% | $6,426+196.3% | $5,609+239.5% |
| Admin fee / account holder | $3,877 | $10,917-64.5% | $9,285-58.2% | $10,828-64.2% |