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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 | $126,365 | $133,998-5.7% | $112,263+12.6% | $134,545-6.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.08% | 47.17%-58.3pp | 27.49%-38.6pp | 418.37%-429.4pp |
| Employer contribution / active EE | $12,843 | $4,040+217.9% | $3,636+253.2% | $4,742+170.9% |
| Participant deferral / active EE | $6,625 | $5,292+25.2% | $4,729+40.1% | $6,401+3.5% |
| Admin fee / account holder | $2,339 | $7,493-68.8% | $6,410-63.5% | $11,431-79.5% |