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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 | $142,809 | $133,998+6.6% | $112,263+27.2% | $134,545+6.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.63% | 47.17%-66.8pp | 27.49%-47.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $8,550 | $4,040+111.6% | $3,636+135.1% | $4,742+80.3% |
| Participant deferral / active EE | $4,281 | $5,292-19.1% | $4,729-9.5% | $6,401-33.1% |
| Admin fee / account holder | $2,082 | $7,493-72.2% | $6,410-67.5% | $11,431-81.8% |