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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 | $111,642 | $133,998-16.7% | $112,263-0.6% | $134,545-17.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.17% | 47.17%-52.3pp | 27.49%-32.7pp | 418.37%-423.5pp |
| Employer contribution / active EE | $3,455 | $4,040-14.5% | $3,636-5.0% | $4,742-27.1% |
| Participant deferral / active EE | $3,383 | $5,292-36.1% | $4,729-28.5% | $6,401-47.2% |
| Admin fee / account holder | $18,644 | $7,493+148.8% | $6,410+190.8% | $11,431+63.1% |