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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 | $68,517 | $133,998-48.9% | $112,263-39.0% | $134,545-49.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.38% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $9,717 | $4,040+140.5% | $3,636+167.2% | $4,742+104.9% |
| Participant deferral / active EE | $5,882 | $5,292+11.1% | $4,729+24.4% | $6,401-8.1% |
| Admin fee / account holder | $7,113 | $7,493-5.1% | $6,410+11.0% | $11,431-37.8% |