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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 | $247,255 | $133,998+84.5% | $112,263+120.2% | $134,545+83.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.06% | 47.17%-51.2pp | 27.49%-31.5pp | 418.37%-422.4pp |
| Employer contribution / active EE | $16,314 | $4,040+303.8% | $3,636+348.7% | $4,742+244.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $577 | $7,493-92.3% | $6,410-91.0% | $11,431-95.0% |