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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 | $163,778 | $152,591+7.3% | $117,529+39.4% | $134,545+21.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.25% | 53.04%-66.3pp | 29.77%-43.0pp | 418.37%-431.6pp |
| Employer contribution / active EE | $7,455 | $5,576+33.7% | $4,179+78.4% | $4,742+57.2% |
| Participant deferral / active EE | $5,068 | $4,821+5.1% | $4,072+24.4% | $6,401-20.8% |
| Admin fee / account holder | $11,848 | $7,004+69.2% | $5,645+109.9% | $11,431+3.7% |