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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 | $139,360 | $133,998+4.0% | $112,263+24.1% | $134,545+3.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.44% | 47.17%-60.6pp | 27.49%-40.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $7,027 | $4,040+73.9% | $3,636+93.3% | $4,742+48.2% |
| Participant deferral / active EE | $4,823 | $5,292-8.9% | $4,729+2.0% | $6,401-24.6% |
| Admin fee / account holder | $350 | $7,493-95.3% | $6,410-94.5% | $11,431-96.9% |