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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 | $234,282 | $133,981+74.9% | $112,249+108.7% | $134,532+74.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.89% | 47.16%-64.1pp | 27.48%-44.4pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,941 | $4,040-52.0% | $3,636-46.6% | $4,741-59.1% |
| Participant deferral / active EE | $6,750 | $5,292+27.6% | $4,729+42.7% | $6,401+5.5% |
| Admin fee / account holder | $2,373 | $7,492-68.3% | $6,412-63.0% | $11,429-79.2% |