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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 | $87,974 | $134,001-34.3% | $112,258-21.6% | $134,509-34.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.09% | 47.15%-67.2pp | 27.47%-47.6pp | 418.13%-438.2pp |
| Employer contribution / active EE | $3,632 | $4,039-10.1% | $3,636-0.1% | $4,741-23.4% |
| Participant deferral / active EE | $7,672 | $5,291+45.0% | $4,728+62.2% | $6,400+19.9% |
| Admin fee / account holder | $3,955 | $7,491-47.2% | $6,411-38.3% | $11,427-65.4% |