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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 | $151,330 | $133,998+12.9% | $112,263+34.8% | $134,545+12.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.05% | 47.17%-60.2pp | 27.49%-40.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,460 | $5,292+154.3% | $4,729+184.6% | $6,401+110.3% |
| Admin fee / account holder | $576 | $7,493-92.3% | $6,410-91.0% | $11,431-95.0% |