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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 | $170,928 | $133,998+27.6% | $112,263+52.3% | $134,545+27.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.38% | 47.17%-60.5pp | 27.49%-40.9pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,846 | $4,040-29.5% | $3,636-21.7% | $4,742-40.0% |
| Participant deferral / active EE | $6,103 | $5,292+15.3% | $4,729+29.0% | $6,401-4.7% |
| Admin fee / account holder | $1,174 | $7,493-84.3% | $6,410-81.7% | $11,431-89.7% |