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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 | $188,489 | $67,396+179.7% | $60,919+209.4% | $134,545+40.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.83% | 50.12%-56.9pp | 16.96%-23.8pp | 418.37%-425.2pp |
| Employer contribution / active EE | $6,571 | $3,101+111.9% | $2,704+143.0% | $4,742+38.6% |
| Participant deferral / active EE | $5,356 | $4,534+18.1% | $3,814+40.4% | $6,401-16.3% |
| Admin fee / account holder | $16,571 | $4,590+261.0% | $3,228+413.4% | $11,431+45.0% |