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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 | $171,765 | $100,792+70.4% | $86,691+98.1% | $134,509+27.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.19% | 29.08%-41.3pp | 35.94%-48.1pp | 418.13%-430.3pp |
| Employer contribution / active EE | $20,138 | $3,491+476.9% | $2,837+609.9% | $4,741+324.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,909 | $10,924+18.2% | $7,492+72.3% | $11,427+13.0% |