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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 | $99,332 | $134,001-25.9% | $112,258-11.5% | $134,509-26.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.83% | 47.15%-56.0pp | 27.47%-36.3pp | 418.13%-427.0pp |
| Employer contribution / active EE | $2,149 | $4,039-46.8% | $3,636-40.9% | $4,741-54.7% |
| Participant deferral / active EE | $8,234 | $5,291+55.6% | $4,728+74.1% | $6,400+28.7% |
| Admin fee / account holder | $2,338 | $7,491-68.8% | $6,411-63.5% | $11,427-79.5% |