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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 | $127,809 | $133,981-4.6% | $112,249+13.9% | $134,532-5.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.06% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $15,000 | $4,040+271.3% | $3,636+312.5% | $4,741+216.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $838 | $7,492-88.8% | $6,412-86.9% | $11,429-92.7% |