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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 | $115,139 | $133,983-14.1% | $112,244+2.6% | $134,493-14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.98% | 47.13%-60.1pp | 27.46%-40.4pp | 418.01%-431.0pp |
| Employer contribution / active EE | $10,379 | $4,039+157.0% | $3,635+185.5% | $4,740+119.0% |
| Participant deferral / active EE | $9,422 | $5,291+78.1% | $4,728+99.3% | $6,400+47.2% |
| Admin fee / account holder | $11,383 | $7,490+52.0% | $6,411+77.6% | $11,425-0.4% |