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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 | $133,998+9.4% | $112,263+30.6% | $134,545+8.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.71% | 47.17%-61.9pp | 27.49%-42.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $8,138 | $4,040+101.4% | $3,636+123.8% | $4,742+71.6% |
| Participant deferral / active EE | $6,871 | $5,292+29.8% | $4,729+45.3% | $6,401+7.3% |
| Admin fee / account holder | $397 | $7,493-94.7% | $6,410-93.8% | $11,431-96.5% |