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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 | $80,354 | $134,001-40.0% | $112,258-28.4% | $134,509-40.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.80% | 47.15%-58.0pp | 27.47%-38.3pp | 418.13%-428.9pp |
| Employer contribution / active EE | $15,390 | $4,039+281.0% | $3,636+323.3% | $4,741+224.6% |
| Participant deferral / active EE | $17,695 | $5,291+234.4% | $4,728+274.2% | $6,400+176.5% |
| Admin fee / account holder | $495,684 | $7,491+6517.3% | $6,411+7631.4% | $11,427+4238.0% |