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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 | $148,981 | $152,591-2.4% | $117,529+26.8% | $134,545+10.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.19% | 53.04%-64.2pp | 29.77%-41.0pp | 418.37%-429.6pp |
| Employer contribution / active EE | $3,285 | $5,576-41.1% | $4,179-21.4% | $4,742-30.7% |
| Participant deferral / active EE | $5,875 | $4,821+21.9% | $4,072+44.3% | $6,401-8.2% |
| Admin fee / account holder | $1,161 | $7,004-83.4% | $5,645-79.4% | $11,431-89.8% |