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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 | $175,893 | $133,998+31.3% | $112,263+56.7% | $134,545+30.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.92% | 47.17%-65.1pp | 27.49%-45.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $9,665 | $4,040+139.2% | $3,636+165.8% | $4,742+103.8% |
| Participant deferral / active EE | $7,226 | $5,292+36.5% | $4,729+52.8% | $6,401+12.9% |
| Admin fee / account holder | $2,009 | $7,493-73.2% | $6,410-68.7% | $11,431-82.4% |