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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 | $140,557 | $129,959+8.2% | $104,301+34.8% | $134,532+4.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.02% | 42.04%-60.1pp | 24.61%-42.6pp | 418.27%-436.3pp |
| Employer contribution / active EE | $7,867 | $4,185+88.0% | $3,373+133.2% | $4,741+65.9% |
| Participant deferral / active EE | $8,060 | $5,589+44.2% | $4,626+74.2% | $6,401+25.9% |
| Admin fee / account holder | $824 | $9,325-91.2% | $7,340-88.8% | $11,429-92.8% |