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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 | $132,621 | $134,001-1.0% | $112,258+18.1% | $134,509-1.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.22% | 47.15%-62.4pp | 27.47%-42.7pp | 418.13%-433.4pp |
| Employer contribution / active EE | $22,992 | $4,039+469.2% | $3,636+532.4% | $4,741+385.0% |
| Participant deferral / active EE | $13,667 | $5,291+158.3% | $4,728+189.0% | $6,400+113.5% |
| Admin fee / account holder | $1,321 | $7,491-82.4% | $6,411-79.4% | $11,427-88.4% |