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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 | $214,076 | $133,998+59.8% | $112,263+90.7% | $134,545+59.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.15% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $17,582 | $4,040+335.2% | $3,636+383.5% | $4,742+270.8% |
| Participant deferral / active EE | $9,000 | $5,292+70.1% | $4,729+90.3% | $6,401+40.6% |
| Admin fee / account holder | $2,066 | $7,493-72.4% | $6,410-67.8% | $11,431-81.9% |