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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 | $170,344 | $100,805+69.0% | $86,698+96.5% | $134,532+26.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.65% | 29.09%-42.7pp | 35.95%-49.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $15,874 | $3,490+354.8% | $2,837+459.6% | $4,741+234.8% |
| Participant deferral / active EE | $5,901 | $5,339+10.5% | $4,656+26.7% | $6,401-7.8% |
| Admin fee / account holder | $2,564 | $10,925-76.5% | $7,493-65.8% | $11,429-77.6% |