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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 | $122,902 | $133,981-8.3% | $112,249+9.5% | $134,532-8.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.48% | 47.16%-55.6pp | 27.48%-36.0pp | 418.27%-426.7pp |
| Employer contribution / active EE | $4,684 | $4,040+15.9% | $3,636+28.8% | $4,741-1.2% |
| Participant deferral / active EE | $20,500 | $5,292+287.4% | $4,729+333.5% | $6,401+220.3% |
| Admin fee / account holder | $134,628 | $7,492+1697.0% | $6,412+1999.5% | $11,429+1078.0% |