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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 | $138,180 | $133,998+3.1% | $112,263+23.1% | $134,545+2.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.91% | 47.17%-63.1pp | 27.49%-43.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $14,557 | $4,040+260.3% | $3,636+300.3% | $4,742+207.0% |
| Participant deferral / active EE | $13,893 | $5,292+162.5% | $4,729+193.8% | $6,401+117.0% |
| Admin fee / account holder | $56,147 | $7,493+649.3% | $6,410+775.9% | $11,431+391.2% |