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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 | $87,746 | $152,597-42.5% | $117,533-25.3% | $134,532-34.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.90% | 53.04%-69.9pp | 29.77%-46.7pp | 418.27%-435.2pp |
| Employer contribution / active EE | $8,958 | $5,576+60.7% | $4,179+114.4% | $4,741+89.0% |
| Participant deferral / active EE | $4,595 | $4,821-4.7% | $4,072+12.8% | $6,401-28.2% |
| Admin fee / account holder | $4,018 | $7,007-42.6% | $5,647-28.8% | $11,429-64.8% |