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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 | $189,540 | $133,981+41.5% | $112,249+68.9% | $134,532+40.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.40% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $23,044 | $4,040+470.4% | $3,636+533.8% | $4,741+386.1% |
| Participant deferral / active EE | $13,676 | $5,292+158.4% | $4,729+189.2% | $6,401+113.7% |
| Admin fee / account holder | $979 | $7,492-86.9% | $6,412-84.7% | $11,429-91.4% |