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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 | $179,073 | $100,805+77.6% | $86,698+106.5% | $134,532+33.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.71% | 29.09%-45.8pp | 35.95%-52.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $15,090 | $3,490+332.4% | $2,837+432.0% | $4,741+218.3% |
| Participant deferral / active EE | $10,800 | $5,339+102.3% | $4,656+131.9% | $6,401+68.7% |
| Admin fee / account holder | $6,148 | $10,925-43.7% | $7,493-17.9% | $11,429-46.2% |