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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 | $139,898 | $133,998+4.4% | $112,263+24.6% | $134,545+4.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.57% | 47.17%-54.7pp | 27.49%-35.1pp | 418.37%-425.9pp |
| Employer contribution / active EE | $4,905 | $4,040+21.4% | $3,636+34.9% | $4,742+3.4% |
| Participant deferral / active EE | $18,640 | $5,292+252.2% | $4,729+294.1% | $6,401+191.2% |
| Admin fee / account holder | $66,725 | $7,493+790.5% | $6,410+940.9% | $11,431+483.7% |