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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 | $171,505 | $129,959+32.0% | $104,301+64.4% | $134,509+27.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.64% | 42.04%-59.7pp | 24.61%-42.3pp | 418.13%-435.8pp |
| Employer contribution / active EE | $13,027 | $4,185+211.2% | $3,373+286.2% | $4,741+174.8% |
| Participant deferral / active EE | $9,013 | $5,589+61.3% | $4,626+94.8% | $6,400+40.8% |
| Admin fee / account holder | $1,245 | $9,325-86.6% | $7,340-83.0% | $11,427-89.1% |