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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 | $172,434 | $133,981+28.7% | $112,249+53.6% | $134,532+28.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.65% | 47.16%-60.8pp | 27.48%-41.1pp | 418.27%-431.9pp |
| Employer contribution / active EE | $13,570 | $4,040+235.9% | $3,636+273.2% | $4,741+186.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,280 | $7,492+237.4% | $6,412+294.2% | $11,429+121.2% |