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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 | $164,632 | $93,098+76.8% | $77,081+113.6% | $134,509+22.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.19% | 62.63%-74.8pp | 42.33%-54.5pp | 418.13%-430.3pp |
| Employer contribution / active EE | $7,924 | $3,419+131.7% | $2,813+181.6% | $4,741+67.1% |
| Participant deferral / active EE | $5,585 | $5,239+6.6% | $4,428+26.1% | $6,400-12.7% |
| Admin fee / account holder | $518 | $6,945-92.5% | $5,427-90.5% | $11,427-95.5% |