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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 | $142,289 | $152,597-6.8% | $117,533+21.1% | $134,532+5.8% |
| Participation rate | 94.4% | 77.1%+17.3pp | 70.6%+23.8pp | 81.2%+13.2pp |
| Annual return | -5.66% | 53.04%-58.7pp | 29.77%-35.4pp | 418.27%-423.9pp |
| Employer contribution / active EE | $10,574 | $5,576+89.6% | $4,179+153.0% | $4,741+123.0% |
| Participant deferral / active EE | $9,110 | $4,821+89.0% | $4,072+123.7% | $6,401+42.3% |
| Admin fee / account holder | $4,102 | $7,007-41.5% | $5,647-27.4% | $11,429-64.1% |