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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 | $126,496 | $133,981-5.6% | $112,249+12.7% | $134,532-6.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.10% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $17,035 | $4,040+321.7% | $3,636+368.5% | $4,741+259.3% |
| Participant deferral / active EE | $21,567 | $5,292+307.5% | $4,729+356.0% | $6,401+236.9% |
| Admin fee / account holder | $815 | $7,492-89.1% | $6,412-87.3% | $11,429-92.9% |