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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 | $99,816 | $93,023+7.3% | $77,027+29.6% | $134,493-25.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.58% | 62.61%-77.2pp | 42.32%-56.9pp | 418.01%-432.6pp |
| Employer contribution / active EE | $30,369 | $3,418+788.4% | $2,813+979.8% | $4,740+540.7% |
| Participant deferral / active EE | $18,000 | $5,238+243.6% | $4,427+306.6% | $6,400+181.3% |
| Admin fee / account holder | $27,044 | $6,944+289.5% | $5,425+398.5% | $11,425+136.7% |