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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 | $107,432 | $133,981-19.8% | $112,249-4.3% | $134,532-20.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.90% | 47.16%-64.1pp | 27.48%-44.4pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,602 | $4,040-35.6% | $3,636-28.4% | $4,741-45.1% |
| Participant deferral / active EE | $13,995 | $5,292+164.5% | $4,729+195.9% | $6,401+118.6% |
| Admin fee / account holder | $365 | $7,492-95.1% | $6,412-94.3% | $11,429-96.8% |