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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 | $72,203 | $133,981-46.1% | $112,249-35.7% | $134,532-46.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.85% | 47.16%-66.0pp | 27.48%-46.3pp | 418.27%-437.1pp |
| Employer contribution / active EE | $6,859 | $4,040+69.8% | $3,636+88.6% | $4,741+44.7% |
| Participant deferral / active EE | $10,437 | $5,292+97.2% | $4,729+120.7% | $6,401+63.1% |
| Admin fee / account holder | $3,186 | $7,492-57.5% | $6,412-50.3% | $11,429-72.1% |