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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 | $93,744 | $93,117+0.7% | $77,096+21.6% | $134,532-30.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.63% | 62.67%-80.3pp | 42.35%-60.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $13,518 | $3,420+295.2% | $2,814+380.3% | $4,741+185.1% |
| Participant deferral / active EE | $11,208 | $5,241+113.8% | $4,429+153.1% | $6,401+75.1% |
| Admin fee / account holder | $26,411 | $6,948+280.1% | $5,428+386.5% | $11,429+131.1% |