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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 | $149,605 | $133,998+11.6% | $112,263+33.3% | $134,545+11.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.70% | 47.17%-64.9pp | 27.49%-45.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $5,834 | $4,040+44.4% | $3,636+60.5% | $4,742+23.0% |
| Participant deferral / active EE | $9,819 | $5,292+85.5% | $4,729+107.6% | $6,401+53.4% |
| Admin fee / account holder | $9,356 | $7,493+24.9% | $6,410+45.9% | $11,431-18.2% |