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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 | $173,515 | $133,998+29.5% | $112,263+54.6% | $134,545+29.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.74% | 47.17%-65.9pp | 27.49%-46.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $11,060 | $4,040+173.7% | $3,636+204.2% | $4,742+133.3% |
| Participant deferral / active EE | $6,672 | $5,292+26.1% | $4,729+41.1% | $6,401+4.2% |
| Admin fee / account holder | $1,337 | $7,493-82.2% | $6,410-79.1% | $11,431-88.3% |