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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 | $157,861 | $133,998+17.8% | $112,263+40.6% | $134,545+17.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.08% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.4pp |
| Employer contribution / active EE | $7,009 | $4,040+73.5% | $3,636+92.8% | $4,742+47.8% |
| Participant deferral / active EE | $3,484 | $5,292-34.2% | $4,729-26.3% | $6,401-45.6% |
| Admin fee / account holder | $42,248 | $7,493+463.8% | $6,410+559.1% | $11,431+269.6% |