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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 | $135,372 | $100,805+34.3% | $86,698+56.1% | $134,532+0.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.92% | 29.09%-42.0pp | 35.95%-48.9pp | 418.27%-431.2pp |
| Employer contribution / active EE | $19,048 | $3,490+445.8% | $2,837+571.5% | $4,741+301.8% |
| Participant deferral / active EE | $9,000 | $5,339+68.6% | $4,656+93.3% | $6,401+40.6% |
| Admin fee / account holder | $33,428 | $10,925+206.0% | $7,493+346.1% | $11,429+192.5% |