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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 | $107,781 | $93,098+15.8% | $77,081+39.8% | $134,509-19.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.52% | 62.63%-80.1pp | 42.33%-59.8pp | 418.13%-435.7pp |
| Employer contribution / active EE | $45,000 | $3,419+1216.1% | $2,813+1499.5% | $4,741+849.3% |
| Participant deferral / active EE | $15,833 | $5,239+202.2% | $4,428+257.6% | $6,400+147.4% |
| Admin fee / account holder | $711 | $6,945-89.8% | $5,427-86.9% | $11,427-93.8% |