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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 | $167,775 | $100,805+66.4% | $86,698+93.5% | $134,532+24.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.19% | 29.09%-48.3pp | 35.95%-55.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $13,077 | $3,490+274.7% | $2,837+361.0% | $4,741+175.8% |
| Participant deferral / active EE | $11,511 | $5,339+115.6% | $4,656+147.2% | $6,401+79.8% |
| Admin fee / account holder | $19,084 | $10,925+74.7% | $7,493+154.7% | $11,429+67.0% |