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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 | $98,735 | $133,998-26.3% | $112,263-12.1% | $134,545-26.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.08% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,278 | $4,040-43.6% | $3,636-37.4% | $4,742-52.0% |
| Participant deferral / active EE | $11,427 | $5,292+115.9% | $4,729+141.6% | $6,401+78.5% |
| Admin fee / account holder | $751 | $7,493-90.0% | $6,410-88.3% | $11,431-93.4% |