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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 | $115,049 | $129,960-11.5% | $104,299+10.3% | $134,545-14.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | 42.06%-61.1pp | 24.62%-43.6pp | 418.37%-437.4pp |
| Employer contribution / active EE | $4,724 | $4,186+12.9% | $3,373+40.1% | $4,742-0.4% |
| Participant deferral / active EE | $12,286 | $5,589+119.8% | $4,626+165.6% | $6,401+91.9% |
| Admin fee / account holder | $1,584 | $9,324-83.0% | $7,339-78.4% | $11,431-86.1% |