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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 | $118,080 | $93,117+26.8% | $77,096+53.2% | $134,532-12.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.71% | 62.67%-80.4pp | 42.35%-60.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $21,213 | $3,420+520.2% | $2,814+653.7% | $4,741+347.4% |
| Participant deferral / active EE | $5,302 | $5,241+1.2% | $4,429+19.7% | $6,401-17.2% |
| Admin fee / account holder | $12,306 | $6,948+77.1% | $5,428+126.7% | $11,429+7.7% |