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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 | $123,620 | $88,596+39.5% | $70,098+76.4% | $134,509-8.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.45% | 442.67%-458.1pp | 190.76%-206.2pp | 418.13%-433.6pp |
| Employer contribution / active EE | $8,344 | $3,235+157.9% | $2,560+225.9% | $4,741+76.0% |
| Participant deferral / active EE | $10,134 | $4,772+112.4% | $3,849+163.3% | $6,400+58.3% |
| Admin fee / account holder | $15,252 | $10,441+46.1% | $6,266+143.4% | $11,427+33.5% |