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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 | $157,132 | $133,998+17.3% | $112,263+40.0% | $134,545+16.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.59% | 47.17%-61.8pp | 27.49%-42.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $13,977 | $4,040+246.0% | $3,636+284.4% | $4,742+194.8% |
| Participant deferral / active EE | $8,856 | $5,292+67.3% | $4,729+87.2% | $6,401+38.3% |
| Admin fee / account holder | $67,026 | $7,493+794.5% | $6,410+945.6% | $11,431+486.4% |