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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 | $93,634 | $133,998-30.1% | $112,263-16.6% | $134,545-30.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.77% | 47.17%-61.9pp | 27.49%-42.3pp | 418.37%-433.1pp |
| Employer contribution / active EE | $13,975 | $4,040+245.9% | $3,636+284.3% | $4,742+194.7% |
| Participant deferral / active EE | $5,031 | $5,292-4.9% | $4,729+6.4% | $6,401-21.4% |
| Admin fee / account holder | $4,493 | $7,493-40.0% | $6,410-29.9% | $11,431-60.7% |