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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 | $240,128 | $100,805+138.2% | $86,698+177.0% | $134,532+78.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.10% | 29.09%-43.2pp | 35.95%-50.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $13,190 | $3,490+277.9% | $2,837+365.0% | $4,741+178.2% |
| Participant deferral / active EE | $9,578 | $5,339+79.4% | $4,656+105.7% | $6,401+49.6% |
| Admin fee / account holder | $30,970 | $10,925+183.5% | $7,493+313.3% | $11,429+171.0% |