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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 | $118,434 | $133,981-11.6% | $112,249+5.5% | $134,532-12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.90% | 47.16%-66.1pp | 27.48%-46.4pp | 418.27%-437.2pp |
| Employer contribution / active EE | $5,893 | $4,040+45.9% | $3,636+62.1% | $4,741+24.3% |
| Participant deferral / active EE | $4,896 | $5,292-7.5% | $4,729+3.5% | $6,401-23.5% |
| Admin fee / account holder | $1,928 | $7,492-74.3% | $6,412-69.9% | $11,429-83.1% |