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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 | $163,752 | $133,998+22.2% | $112,263+45.9% | $134,545+21.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.29% | 47.17%-65.5pp | 27.49%-45.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $14,972 | $4,040+270.6% | $3,636+311.8% | $4,742+215.8% |
| Participant deferral / active EE | $11,774 | $5,292+122.5% | $4,729+149.0% | $6,401+83.9% |
| Admin fee / account holder | $1,575 | $7,493-79.0% | $6,410-75.4% | $11,431-86.2% |