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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 | $130,068 | $93,124+39.7% | $77,100+68.7% | $134,545-3.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.86% | 62.68%-80.5pp | 42.35%-60.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $4,204 | $3,421+22.9% | $2,815+49.3% | $4,742-11.3% |
| Participant deferral / active EE | $12,099 | $5,242+130.8% | $4,430+173.2% | $6,401+89.0% |
| Admin fee / account holder | $988 | $6,970-85.8% | $5,443-81.8% | $11,431-91.4% |