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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 | $158,469 | $133,981+18.3% | $112,249+41.2% | $134,532+17.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.83% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,692 | $4,040-8.6% | $3,636+1.5% | $4,741-22.1% |
| Participant deferral / active EE | $16,301 | $5,292+208.0% | $4,729+244.7% | $6,401+154.7% |
| Admin fee / account holder | $623 | $7,492-91.7% | $6,412-90.3% | $11,429-94.5% |