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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 | $153,144 | $133,998+14.3% | $112,263+36.4% | $134,545+13.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.72% | 47.17%-66.9pp | 27.49%-47.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $5,260 | $4,040+30.2% | $3,636+44.7% | $4,742+10.9% |
| Participant deferral / active EE | $13,211 | $5,292+149.6% | $4,729+179.3% | $6,401+106.4% |
| Admin fee / account holder | $15,954 | $7,493+112.9% | $6,410+148.9% | $11,431+39.6% |