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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 | $232,075 | $190,879+21.6% | $160,009+45.0% | $134,532+72.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.33% | 552.63%-567.0pp | 408.85%-423.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $11,984 | $4,995+139.9% | $4,225+183.6% | $4,741+152.8% |
| Participant deferral / active EE | $11,377 | $6,924+64.3% | $6,183+84.0% | $6,401+77.7% |
| Admin fee / account holder | $5,922 | $10,495-43.6% | $8,715-32.1% | $11,429-48.2% |