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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 | $158,617 | $133,981+18.4% | $112,249+41.3% | $134,532+17.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.31% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $27,956 | $4,040+592.0% | $3,636+668.9% | $4,741+489.7% |
| Participant deferral / active EE | $19,100 | $5,292+260.9% | $4,729+303.9% | $6,401+198.4% |
| Admin fee / account holder | $1,256 | $7,492-83.2% | $6,412-80.4% | $11,429-89.0% |