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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 | $88,700 | $133,981-33.8% | $112,249-21.0% | $134,532-34.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.32% | 47.16%-63.5pp | 27.48%-43.8pp | 418.27%-434.6pp |
| Employer contribution / active EE | $15,333 | $4,040+279.5% | $3,636+321.7% | $4,741+223.4% |
| Participant deferral / active EE | $6,161 | $5,292+16.4% | $4,729+30.3% | $6,401-3.7% |
| Admin fee / account holder | $1,012 | $7,492-86.5% | $6,412-84.2% | $11,429-91.1% |