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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 | $167,063 | $67,352+148.0% | $60,899+174.3% | $134,509+24.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -5.42% | 49.99%-55.4pp | 16.92%-22.3pp | 418.13%-423.6pp |
| Employer contribution / active EE | $11,046 | $3,098+256.6% | $2,702+308.8% | $4,741+133.0% |
| Participant deferral / active EE | $11,807 | $4,539+160.1% | $3,817+209.3% | $6,400+84.5% |
| Admin fee / account holder | $798 | $4,585-82.6% | $3,225-75.3% | $11,427-93.0% |