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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 | $123,465 | $154,193-19.9% | $130,045-5.1% | $139,466-11.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.02% | 32.51%-18.5pp | -137.30%+151.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $8,931 | $5,292+68.8% | $4,321+106.7% | $4,754+87.9% |
| Participant deferral / active EE | $8,262 | $6,709+23.1% | $5,820+42.0% | $6,712+23.1% |
| Admin fee / account holder | $4,156 | $13,989-70.3% | $10,600-60.8% | $11,409-63.6% |