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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 | $202,583 | $129,959+55.9% | $104,301+94.2% | $134,532+50.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 42.04%-58.5pp | 24.61%-41.1pp | 418.27%-434.7pp |
| Employer contribution / active EE | $11,786 | $4,185+181.6% | $3,373+249.4% | $4,741+148.6% |
| Participant deferral / active EE | $18,967 | $5,589+239.3% | $4,626+310.0% | $6,401+196.3% |
| Admin fee / account holder | $21,798 | $9,325+133.8% | $7,340+197.0% | $11,429+90.7% |