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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 | $146,006 | $168,636-13.4% | $147,618-1.1% | $125,388+16.4% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.06% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $14,112 | $6,252+125.7% | $5,565+153.6% | $4,866+190.0% |
| Participant deferral / active EE | $9,600 | $5,507+74.3% | $4,895+96.1% | $5,352+79.4% |
| Admin fee / account holder | $600 | $13,580-95.6% | $11,612-94.8% | $9,541-93.7% |