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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 | $133,983+32.3% | $112,244+57.9% | $134,493+31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.39% | 47.13%-55.5pp | 27.46%-35.9pp | 418.01%-426.4pp |
| Employer contribution / active EE | $1,365 | $4,039-66.2% | $3,635-62.5% | $4,740-71.2% |
| Participant deferral / active EE | $5,957 | $5,291+12.6% | $4,728+26.0% | $6,400-6.9% |
| Admin fee / account holder | $7,467 | $7,490-0.3% | $6,411+16.5% | $11,425-34.6% |