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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 | $99,312 | $133,981-25.9% | $112,249-11.5% | $134,532-26.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.10% | 47.16%-50.3pp | 27.48%-30.6pp | 418.27%-421.4pp |
| Employer contribution / active EE | $12,720 | $4,040+214.9% | $3,636+249.8% | $4,741+168.3% |
| Participant deferral / active EE | $10,973 | $5,292+107.3% | $4,729+132.0% | $6,401+71.4% |
| Admin fee / account holder | $2,004 | $7,492-73.3% | $6,412-68.8% | $11,429-82.5% |