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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 | $143,340 | $133,981+7.0% | $112,249+27.7% | $134,532+6.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.02% | 47.16%-55.2pp | 27.48%-35.5pp | 418.27%-426.3pp |
| Employer contribution / active EE | $4,125 | $4,040+2.1% | $3,636+13.4% | $4,741-13.0% |
| Participant deferral / active EE | $27,000 | $5,292+410.2% | $4,729+470.9% | $6,401+321.8% |
| Admin fee / account holder | $3,510 | $7,492-53.1% | $6,412-45.3% | $11,429-69.3% |