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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 | $124,206 | $133,981-7.3% | $112,249+10.7% | $134,532-7.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.71% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,302 | $4,040-18.3% | $3,636-9.2% | $4,741-30.4% |
| Participant deferral / active EE | $4,919 | $5,292-7.0% | $4,729+4.0% | $6,401-23.1% |
| Admin fee / account holder | $5,506 | $7,492-26.5% | $6,412-14.1% | $11,429-51.8% |