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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 | $146,537 | $152,542-3.9% | $117,498+24.7% | $134,509+8.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.45% | 53.02%-73.5pp | 29.75%-50.2pp | 418.13%-438.6pp |
| Employer contribution / active EE | $5,928 | $5,574+6.4% | $4,178+41.9% | $4,741+25.0% |
| Participant deferral / active EE | $10,900 | $4,819+126.2% | $4,071+167.7% | $6,400+70.3% |
| Admin fee / account holder | $5,428 | $7,006-22.5% | $5,646-3.9% | $11,427-52.5% |