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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 | $205,160 | $92,743+121.2% | $82,744+147.9% | $134,532+52.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -16.10% | 946.63%-962.7pp | 702.22%-718.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $22,480 | $3,273+586.9% | $3,008+647.3% | $4,741+374.1% |
| Participant deferral / active EE | $11,534 | $4,802+140.2% | $4,395+162.5% | $6,401+80.2% |
| Admin fee / account holder | $1,493 | $5,977-75.0% | $5,325-72.0% | $11,429-86.9% |