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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 | $104,913 | $133,981-21.7% | $112,249-6.5% | $134,532-22.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.97% | 47.16%-62.1pp | 27.48%-42.5pp | 418.27%-433.2pp |
| Employer contribution / active EE | $3,237 | $4,040-19.9% | $3,636-11.0% | $4,741-31.7% |
| Participant deferral / active EE | $7,346 | $5,292+38.8% | $4,729+55.3% | $6,401+14.8% |
| Admin fee / account holder | $1,820 | $7,492-75.7% | $6,412-71.6% | $11,429-84.1% |