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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 | $209,639 | $133,981+56.5% | $112,249+86.8% | $134,532+55.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.71% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $10,710 | $4,040+165.1% | $3,636+194.5% | $4,741+125.9% |
| Participant deferral / active EE | $7,531 | $5,292+42.3% | $4,729+59.2% | $6,401+17.7% |
| Admin fee / account holder | $760 | $7,492-89.9% | $6,412-88.1% | $11,429-93.4% |