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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 | $175,171 | $133,998+30.7% | $112,263+56.0% | $134,545+30.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.90% | 47.17%-66.1pp | 27.49%-46.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,244 | $4,040+29.8% | $3,636+44.2% | $4,742+10.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,058 | $7,493+127.7% | $6,410+166.1% | $11,431+49.2% |