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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 | $199,435 | $134,001+48.8% | $112,258+77.7% | $134,509+48.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.32% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.5pp |
| Employer contribution / active EE | $11,615 | $4,039+187.6% | $3,636+219.5% | $4,741+145.0% |
| Participant deferral / active EE | $7,708 | $5,291+45.7% | $4,728+63.0% | $6,400+20.4% |
| Admin fee / account holder | $24,367 | $7,491+225.3% | $6,411+280.1% | $11,427+113.2% |