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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 | $155,005 | $133,981+15.7% | $112,249+38.1% | $134,532+15.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.82% | 47.16%-62.0pp | 27.48%-42.3pp | 418.27%-433.1pp |
| Employer contribution / active EE | $8,557 | $4,040+111.8% | $3,636+135.3% | $4,741+80.5% |
| Participant deferral / active EE | $8,198 | $5,292+54.9% | $4,729+73.3% | $6,401+28.1% |
| Admin fee / account holder | $810 | $7,492-89.2% | $6,412-87.4% | $11,429-92.9% |