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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 | $94,795 | $134,001-29.3% | $112,258-15.6% | $134,509-29.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.46% | 47.15%-64.6pp | 27.47%-44.9pp | 418.13%-435.6pp |
| Employer contribution / active EE | $11,121 | $4,039+175.3% | $3,636+205.9% | $4,741+134.6% |
| Participant deferral / active EE | $3,558 | $5,291-32.8% | $4,728-24.7% | $6,400-44.4% |
| Admin fee / account holder | $495 | $7,491-93.4% | $6,411-92.3% | $11,427-95.7% |