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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 | $124,705 | $133,998-6.9% | $112,263+11.1% | $134,545-7.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.45% | 47.17%-67.6pp | 27.49%-47.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $6,909 | $4,040+71.0% | $3,636+90.0% | $4,742+45.7% |
| Participant deferral / active EE | $7,587 | $5,292+43.4% | $4,729+60.4% | $6,401+18.5% |
| Admin fee / account holder | $82,069 | $7,493+995.3% | $6,410+1180.3% | $11,431+618.0% |