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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 | $141,358 | $133,998+5.5% | $112,263+25.9% | $134,545+5.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.27% | 47.17%-62.4pp | 27.49%-42.8pp | 418.37%-433.6pp |
| Employer contribution / active EE | $9,018 | $4,040+123.2% | $3,636+148.0% | $4,742+90.2% |
| Participant deferral / active EE | $8,714 | $5,292+64.6% | $4,729+84.2% | $6,401+36.1% |
| Admin fee / account holder | $2,612 | $7,493-65.1% | $6,410-59.2% | $11,431-77.1% |