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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 | $174,710 | $133,983+30.4% | $112,244+55.7% | $134,493+29.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.97% | 47.13%-65.1pp | 27.46%-45.4pp | 418.01%-436.0pp |
| Employer contribution / active EE | $3,892 | $4,039-3.6% | $3,635+7.1% | $4,740-17.9% |
| Participant deferral / active EE | $16,385 | $5,291+209.7% | $4,728+246.5% | $6,400+156.0% |
| Admin fee / account holder | $1,390 | $7,490-81.4% | $6,411-78.3% | $11,425-87.8% |