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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 | $105,986 | $134,001-20.9% | $112,258-5.6% | $134,509-21.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.84% | 47.15%-61.0pp | 27.47%-41.3pp | 418.13%-432.0pp |
| Employer contribution / active EE | $10,124 | $4,039+150.6% | $3,636+178.5% | $4,741+113.6% |
| Participant deferral / active EE | $5,031 | $5,291-4.9% | $4,728+6.4% | $6,400-21.4% |
| Admin fee / account holder | $1,644 | $7,491-78.1% | $6,411-74.4% | $11,427-85.6% |