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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 | $146,565 | $133,983+9.4% | $112,244+30.6% | $134,493+9.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.71% | 47.13%-61.8pp | 27.46%-42.2pp | 418.01%-432.7pp |
| Employer contribution / active EE | $8,138 | $4,039+101.5% | $3,635+123.9% | $4,740+71.7% |
| Participant deferral / active EE | $6,871 | $5,291+29.9% | $4,728+45.3% | $6,400+7.4% |
| Admin fee / account holder | $397 | $7,490-94.7% | $6,411-93.8% | $11,425-96.5% |