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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 | $179,044 | $129,959+37.8% | $104,301+71.7% | $134,509+33.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.37% | 42.04%-53.4pp | 24.61%-36.0pp | 418.13%-429.5pp |
| Employer contribution / active EE | $11,111 | $4,185+165.5% | $3,373+229.4% | $4,741+134.4% |
| Participant deferral / active EE | $8,248 | $5,589+47.6% | $4,626+78.3% | $6,400+28.9% |
| Admin fee / account holder | $18,255 | $9,325+95.8% | $7,340+148.7% | $11,427+59.8% |