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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 | $124,854 | $133,981-6.8% | $112,249+11.2% | $134,532-7.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.43% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,697 | $4,040-8.5% | $3,636+1.7% | $4,741-22.0% |
| Participant deferral / active EE | $20,188 | $5,292+281.5% | $4,729+326.9% | $6,401+215.4% |
| Admin fee / account holder | $1,153 | $7,492-84.6% | $6,412-82.0% | $11,429-89.9% |