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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 | $136,885 | $133,981+2.2% | $112,249+21.9% | $134,532+1.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.78% | 47.16%-61.9pp | 27.48%-42.3pp | 418.27%-433.0pp |
| Employer contribution / active EE | $23,269 | $4,040+476.0% | $3,636+540.0% | $4,741+390.8% |
| Participant deferral / active EE | $5,602 | $5,292+5.9% | $4,729+18.5% | $6,401-12.5% |
| Admin fee / account holder | $83,228 | $7,492+1010.9% | $6,412+1197.9% | $11,429+628.2% |