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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 | $133,998-14.1% | $112,263+2.6% | $134,545-14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.98% | 47.17%-60.1pp | 27.49%-40.5pp | 418.37%-431.3pp |
| Employer contribution / active EE | $10,379 | $4,040+156.9% | $3,636+185.4% | $4,742+118.9% |
| Participant deferral / active EE | $9,422 | $5,292+78.0% | $4,729+99.2% | $6,401+47.2% |
| Admin fee / account holder | $11,383 | $7,493+51.9% | $6,410+77.6% | $11,431-0.4% |