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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 | $177,232 | $133,998+32.3% | $112,263+57.9% | $134,545+31.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.39% | 47.17%-55.6pp | 27.49%-35.9pp | 418.37%-426.8pp |
| Employer contribution / active EE | $1,365 | $4,040-66.2% | $3,636-62.5% | $4,742-71.2% |
| Participant deferral / active EE | $5,957 | $5,292+12.6% | $4,729+26.0% | $6,401-6.9% |
| Admin fee / account holder | $7,467 | $7,493-0.3% | $6,410+16.5% | $11,431-34.7% |