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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 | $80,764 | $134,001-39.7% | $112,258-28.1% | $134,509-40.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.49% | 47.15%-66.6pp | 27.47%-47.0pp | 418.13%-437.6pp |
| Employer contribution / active EE | $6,011 | $4,039+48.8% | $3,636+65.3% | $4,741+26.8% |
| Participant deferral / active EE | $3,457 | $5,291-34.7% | $4,728-26.9% | $6,400-46.0% |
| Admin fee / account holder | $3,477 | $7,491-53.6% | $6,411-45.8% | $11,427-69.6% |