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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 | $170,332 | $133,981+27.1% | $112,249+51.7% | $134,532+26.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.69% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $12,488 | $4,040+209.1% | $3,636+243.5% | $4,741+163.4% |
| Participant deferral / active EE | $4,586 | $5,292-13.3% | $4,729-3.0% | $6,401-28.4% |
| Admin fee / account holder | $2,622 | $7,492-65.0% | $6,412-59.1% | $11,429-77.1% |