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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 | $162,100 | $152,597+6.2% | $117,533+37.9% | $134,532+20.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.44% | 53.04%-71.5pp | 29.77%-48.2pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,628 | $5,576-70.8% | $4,179-61.0% | $4,741-65.7% |
| Participant deferral / active EE | $14,352 | $4,821+197.7% | $4,072+252.4% | $6,401+124.2% |
| Admin fee / account holder | $632 | $7,007-91.0% | $5,647-88.8% | $11,429-94.5% |