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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 | $182,389 | $133,998+36.1% | $112,263+62.5% | $134,545+35.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.76% | 47.17%-65.9pp | 27.49%-46.3pp | 418.37%-437.1pp |
| Employer contribution / active EE | $7,534 | $4,040+86.5% | $3,636+107.2% | $4,742+58.9% |
| Participant deferral / active EE | $8,861 | $5,292+67.4% | $4,729+87.4% | $6,401+38.4% |
| Admin fee / account holder | $973 | $7,493-87.0% | $6,410-84.8% | $11,431-91.5% |