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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 | $191,070 | $133,981+42.6% | $112,249+70.2% | $134,532+42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.21% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $10,388 | $4,040+157.1% | $3,636+185.7% | $4,741+119.1% |
| Participant deferral / active EE | $10,794 | $5,292+104.0% | $4,729+128.2% | $6,401+68.6% |
| Admin fee / account holder | $464 | $7,492-93.8% | $6,412-92.8% | $11,429-95.9% |