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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 | $103,438 | $93,117+11.1% | $77,096+34.2% | $134,532-23.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.81% | 62.67%-77.5pp | 42.35%-57.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,082 | $3,420-9.9% | $2,814+9.5% | $4,741-35.0% |
| Participant deferral / active EE | $6,642 | $5,241+26.7% | $4,429+50.0% | $6,401+3.8% |
| Admin fee / account holder | $847 | $6,948-87.8% | $5,428-84.4% | $11,429-92.6% |