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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 | $165,066 | $152,597+8.2% | $117,533+40.4% | $134,532+22.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 53.04%-69.7pp | 29.77%-46.4pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,470 | $5,576-73.6% | $4,179-64.8% | $4,741-69.0% |
| Participant deferral / active EE | $10,650 | $4,821+120.9% | $4,072+161.5% | $6,401+66.4% |
| Admin fee / account holder | $1,473 | $7,007-79.0% | $5,647-73.9% | $11,429-87.1% |