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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 | $147,743 | $152,591-3.2% | $117,529+25.7% | $134,545+9.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.50% | 53.04%-67.5pp | 29.77%-44.3pp | 418.37%-432.9pp |
| Employer contribution / active EE | $6,567 | $5,576+17.8% | $4,179+57.1% | $4,742+38.5% |
| Participant deferral / active EE | $7,407 | $4,821+53.6% | $4,072+81.9% | $6,401+15.7% |
| Admin fee / account holder | $12,511 | $7,004+78.6% | $5,645+121.6% | $11,431+9.5% |