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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 | $107,270 | $133,998-19.9% | $112,263-4.4% | $134,545-20.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.08% | 47.17%-58.2pp | 27.49%-38.6pp | 418.37%-429.4pp |
| Employer contribution / active EE | $16,633 | $4,040+311.7% | $3,636+357.4% | $4,742+250.8% |
| Participant deferral / active EE | $8,756 | $5,292+65.4% | $4,729+85.1% | $6,401+36.8% |
| Admin fee / account holder | $1,721 | $7,493-77.0% | $6,410-73.2% | $11,431-84.9% |