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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 | $210,148 | $133,998+56.8% | $112,263+87.2% | $134,545+56.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.61% | 47.17%-61.8pp | 27.49%-42.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $7,766 | $4,040+92.2% | $3,636+113.6% | $4,742+63.8% |
| Participant deferral / active EE | $10,898 | $5,292+105.9% | $4,729+130.4% | $6,401+70.3% |
| Admin fee / account holder | $23,065 | $7,493+207.8% | $6,410+259.8% | $11,431+101.8% |