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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 | $162,301 | $152,597+6.4% | $117,533+38.1% | $134,532+20.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.36% | 53.04%-71.4pp | 29.77%-48.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $4,327 | $5,576-22.4% | $4,179+3.5% | $4,741-8.7% |
| Participant deferral / active EE | $18,800 | $4,821+290.0% | $4,072+361.6% | $6,401+193.7% |
| Admin fee / account holder | $495 | $7,007-92.9% | $5,647-91.2% | $11,429-95.7% |