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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 | $178,349 | $133,981+33.1% | $112,249+58.9% | $134,532+32.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.44% | 47.16%-56.6pp | 27.48%-36.9pp | 418.27%-427.7pp |
| Employer contribution / active EE | $19,226 | $4,040+375.9% | $3,636+428.7% | $4,741+305.5% |
| Participant deferral / active EE | $13,496 | $5,292+155.0% | $4,729+185.4% | $6,401+110.8% |
| Admin fee / account holder | $17,282 | $7,492+130.7% | $6,412+169.5% | $11,429+51.2% |