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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 | $176,023 | $133,998+31.4% | $112,263+56.8% | $134,545+30.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.67% | 47.17%-61.8pp | 27.49%-42.2pp | 418.37%-433.0pp |
| Employer contribution / active EE | $19,214 | $4,040+375.6% | $3,636+428.4% | $4,742+305.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,787 | $7,493-62.8% | $6,410-56.5% | $11,431-75.6% |