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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 | $128,245 | $133,998-4.3% | $112,263+14.2% | $134,545-4.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.73% | 47.17%-52.9pp | 27.49%-33.2pp | 418.37%-424.1pp |
| Employer contribution / active EE | $14,556 | $4,040+260.3% | $3,636+300.3% | $4,742+207.0% |
| Participant deferral / active EE | $12,107 | $5,292+128.8% | $4,729+156.0% | $6,401+89.1% |
| Admin fee / account holder | $653 | $7,493-91.3% | $6,410-89.8% | $11,431-94.3% |