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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 | $121,055 | $133,981-9.6% | $112,249+7.8% | $134,532-10.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.06% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $13,078 | $4,040+223.7% | $3,636+259.7% | $4,741+175.8% |
| Participant deferral / active EE | $14,391 | $5,292+171.9% | $4,729+204.3% | $6,401+124.8% |
| Admin fee / account holder | $565 | $7,492-92.5% | $6,412-91.2% | $11,429-95.1% |