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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 | $152,008 | $133,998+13.4% | $112,263+35.4% | $134,545+13.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.34% | 47.17%-64.5pp | 27.49%-44.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $11,448 | $4,040+183.4% | $3,636+214.8% | $4,742+141.4% |
| Participant deferral / active EE | $12,518 | $5,292+136.5% | $4,729+164.7% | $6,401+95.6% |
| Admin fee / account holder | $373 | $7,493-95.0% | $6,410-94.2% | $11,431-96.7% |