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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 | $99,713 | $134,001-25.6% | $112,258-11.2% | $134,509-25.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.83% | 47.15%-63.0pp | 27.47%-43.3pp | 418.13%-434.0pp |
| Employer contribution / active EE | $9,552 | $4,039+136.5% | $3,636+162.7% | $4,741+101.5% |
| Participant deferral / active EE | $13,424 | $5,291+153.7% | $4,728+183.9% | $6,400+109.7% |
| Admin fee / account holder | $10,018 | $7,491+33.7% | $6,411+56.2% | $11,427-12.3% |