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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 | $158,252 | $67,372+134.9% | $60,906+159.8% | $134,532+17.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.34% | 50.05%-63.4pp | 16.94%-30.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $5,209 | $3,099+68.1% | $2,703+92.7% | $4,741+9.9% |
| Participant deferral / active EE | $10,062 | $4,532+122.0% | $3,814+163.8% | $6,401+57.2% |
| Admin fee / account holder | $21,117 | $4,588+360.3% | $3,227+554.4% | $11,429+84.8% |