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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 | $175,753 | $133,981+31.2% | $112,249+56.6% | $134,532+30.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.28% | 47.16%-65.4pp | 27.48%-45.8pp | 418.27%-436.5pp |
| Employer contribution / active EE | $16,313 | $4,040+303.8% | $3,636+348.6% | $4,741+244.1% |
| Participant deferral / active EE | $15,758 | $5,292+197.8% | $4,729+233.2% | $6,401+146.2% |
| Admin fee / account holder | $2,222 | $7,492-70.3% | $6,412-65.3% | $11,429-80.6% |