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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 | $155,137 | $133,981+15.8% | $112,249+38.2% | $134,532+15.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.72% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,213 | $4,040-45.2% | $3,636-39.1% | $4,741-53.3% |
| Participant deferral / active EE | $4,834 | $5,292-8.7% | $4,729+2.2% | $6,401-24.5% |
| Admin fee / account holder | $414 | $7,492-94.5% | $6,412-93.5% | $11,429-96.4% |