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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 | $126,459 | $133,981-5.6% | $112,249+12.7% | $134,532-6.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.32% | 47.16%-60.5pp | 27.48%-40.8pp | 418.27%-431.6pp |
| Employer contribution / active EE | $8,957 | $4,040+121.7% | $3,636+146.3% | $4,741+88.9% |
| Participant deferral / active EE | $5,030 | $5,292-5.0% | $4,729+6.4% | $6,401-21.4% |
| Admin fee / account holder | $1,620 | $7,492-78.4% | $6,412-74.7% | $11,429-85.8% |