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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 | $183,117 | $133,981+36.7% | $112,249+63.1% | $134,532+36.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.18% | 47.16%-58.3pp | 27.48%-38.7pp | 418.27%-429.4pp |
| Employer contribution / active EE | $3,213 | $4,040-20.5% | $3,636-11.6% | $4,741-32.2% |
| Participant deferral / active EE | $12,767 | $5,292+141.2% | $4,729+170.0% | $6,401+99.4% |
| Admin fee / account holder | $5,273 | $7,492-29.6% | $6,412-17.8% | $11,429-53.9% |