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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 | $108,245 | $133,981-19.2% | $112,249-3.6% | $134,532-19.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.65% | 47.16%-62.8pp | 27.48%-43.1pp | 418.27%-433.9pp |
| Employer contribution / active EE | $24,294 | $4,040+501.4% | $3,636+568.1% | $4,741+412.4% |
| Participant deferral / active EE | $5,698 | $5,292+7.7% | $4,729+20.5% | $6,401-11.0% |
| Admin fee / account holder | $1,120 | $7,492-85.0% | $6,412-82.5% | $11,429-90.2% |