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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 | $134,102 | $93,124+44.0% | $77,100+73.9% | $134,545-0.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.87% | 62.68%-78.5pp | 42.35%-58.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $3,148 | $3,421-8.0% | $2,815+11.8% | $4,742-33.6% |
| Participant deferral / active EE | $12,232 | $5,242+133.4% | $4,430+176.2% | $6,401+91.1% |
| Admin fee / account holder | $16,575 | $6,970+137.8% | $5,443+204.5% | $11,431+45.0% |