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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 | $102,512 | $93,117+10.1% | $77,096+33.0% | $134,532-23.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.77% | 62.67%-83.4pp | 42.35%-63.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,181 | $3,420-36.2% | $2,814-22.5% | $4,741-54.0% |
| Participant deferral / active EE | $9,985 | $5,241+90.5% | $4,429+125.4% | $6,401+56.0% |
| Admin fee / account holder | $357 | $6,948-94.9% | $5,428-93.4% | $11,429-96.9% |