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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 | $212,425 | $129,960+63.5% | $104,299+103.7% | $134,545+57.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.70% | 42.06%-58.8pp | 24.62%-41.3pp | 418.37%-435.1pp |
| Employer contribution / active EE | $7,694 | $4,186+83.8% | $3,373+128.1% | $4,742+62.3% |
| Participant deferral / active EE | $5,432 | $5,589-2.8% | $4,626+17.4% | $6,401-15.1% |
| Admin fee / account holder | $7,325 | $9,324-21.4% | $7,339-0.2% | $11,431-35.9% |