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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 | $102,427 | $133,981-23.6% | $112,249-8.7% | $134,532-23.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.18% | 47.16%-61.3pp | 27.48%-41.7pp | 418.27%-432.4pp |
| Employer contribution / active EE | $13,413 | $4,040+232.0% | $3,636+268.9% | $4,741+182.9% |
| Participant deferral / active EE | $7,880 | $5,292+48.9% | $4,729+66.6% | $6,401+23.1% |
| Admin fee / account holder | $3,872 | $7,492-48.3% | $6,412-39.6% | $11,429-66.1% |