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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 | $174,178 | $100,805+72.8% | $86,698+100.9% | $134,532+29.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.34% | 29.09%-41.4pp | 35.95%-48.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $7,143 | $3,490+104.7% | $2,837+151.8% | $4,741+50.7% |
| Participant deferral / active EE | $8,387 | $5,339+57.1% | $4,656+80.1% | $6,401+31.0% |
| Admin fee / account holder | $49,697 | $10,925+354.9% | $7,493+563.3% | $11,429+334.9% |