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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 | $172,104 | $129,959+32.4% | $104,301+65.0% | $134,532+27.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.31% | 42.04%-53.3pp | 24.61%-35.9pp | 418.27%-429.6pp |
| Employer contribution / active EE | $5,881 | $4,185+40.5% | $3,373+74.4% | $4,741+24.0% |
| Participant deferral / active EE | $6,213 | $5,589+11.2% | $4,626+34.3% | $6,401-2.9% |
| Admin fee / account holder | $27,508 | $9,325+195.0% | $7,340+274.7% | $11,429+140.7% |