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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 | $95,443 | $134,001-28.8% | $112,258-15.0% | $134,509-29.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.97% | 47.15%-59.1pp | 27.47%-39.4pp | 418.13%-430.1pp |
| Employer contribution / active EE | $6,822 | $4,039+68.9% | $3,636+87.7% | $4,741+43.9% |
| Participant deferral / active EE | $5,423 | $5,291+2.5% | $4,728+14.7% | $6,400-15.3% |
| Admin fee / account holder | $10,992 | $7,491+46.7% | $6,411+71.4% | $11,427-3.8% |