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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 | $135,219 | $133,983+0.9% | $112,244+20.5% | $134,493+0.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.94% | 47.13%-63.1pp | 27.46%-43.4pp | 418.01%-434.0pp |
| Employer contribution / active EE | $9,846 | $4,039+143.8% | $3,635+170.9% | $4,740+107.7% |
| Participant deferral / active EE | $6,755 | $5,291+27.7% | $4,728+42.9% | $6,400+5.6% |
| Admin fee / account holder | $5,043 | $7,490-32.7% | $6,411-21.3% | $11,425-55.9% |