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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 | $146,830 | $133,981+9.6% | $112,249+30.8% | $134,532+9.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.23% | 47.16%-61.4pp | 27.48%-41.7pp | 418.27%-432.5pp |
| Employer contribution / active EE | $2,852 | $4,040-29.4% | $3,636-21.6% | $4,741-39.9% |
| Participant deferral / active EE | $7,257 | $5,292+37.1% | $4,729+53.5% | $6,401+13.4% |
| Admin fee / account holder | $5,434 | $7,492-27.5% | $6,412-15.3% | $11,429-52.5% |