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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 | $117,964 | $67,352+75.1% | $60,899+93.7% | $134,509-12.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.62% | 49.99%-66.6pp | 16.92%-33.5pp | 418.13%-434.8pp |
| Employer contribution / active EE | $8,301 | $3,098+168.0% | $2,702+207.2% | $4,741+75.1% |
| Participant deferral / active EE | $4,140 | $4,539-8.8% | $3,817+8.5% | $6,400-35.3% |
| Admin fee / account holder | $7,861 | $4,585+71.5% | $3,225+143.7% | $11,427-31.2% |