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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 | $115,014 | $93,124+23.5% | $77,100+49.2% | $134,545-14.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.73% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $28,251 | $3,421+725.7% | $2,815+903.6% | $4,742+495.8% |
| Participant deferral / active EE | $11,450 | $5,242+118.4% | $4,430+158.5% | $6,401+78.9% |
| Admin fee / account holder | $1,442 | $6,970-79.3% | $5,443-73.5% | $11,431-87.4% |