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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 | $158,820 | $93,117+70.6% | $77,096+106.0% | $134,532+18.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.34% | 62.67%-77.0pp | 42.35%-56.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $5,548 | $3,420+62.2% | $2,814+97.1% | $4,741+17.0% |
| Participant deferral / active EE | $5,130 | $5,241-2.1% | $4,429+15.8% | $6,401-19.9% |
| Admin fee / account holder | $5,717 | $6,948-17.7% | $5,428+5.3% | $11,429-50.0% |