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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 | $209,116 | $133,981+56.1% | $112,249+86.3% | $134,532+55.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.41% | 47.16%-67.6pp | 27.48%-47.9pp | 418.27%-438.7pp |
| Employer contribution / active EE | $13,131 | $4,040+225.0% | $3,636+261.1% | $4,741+177.0% |
| Participant deferral / active EE | $7,383 | $5,292+39.5% | $4,729+56.1% | $6,401+15.3% |
| Admin fee / account holder | $1,315 | $7,492-82.5% | $6,412-79.5% | $11,429-88.5% |