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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 | $158,204 | $152,542+3.7% | $117,498+34.6% | $134,509+17.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.77% | 53.02%-70.8pp | 29.75%-47.5pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,305 | $5,574-76.6% | $4,178-68.8% | $4,741-72.5% |
| Participant deferral / active EE | $2,786 | $4,819-42.2% | $4,071-31.6% | $6,400-56.5% |
| Admin fee / account holder | $835 | $7,006-88.1% | $5,646-85.2% | $11,427-92.7% |