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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 | $120,567 | $67,396+78.9% | $60,919+97.9% | $134,545-10.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.37% | 50.12%-56.5pp | 16.96%-23.3pp | 418.37%-424.7pp |
| Employer contribution / active EE | $8,198 | $3,101+164.4% | $2,704+203.2% | $4,742+72.9% |
| Participant deferral / active EE | $7,145 | $4,534+57.6% | $3,814+87.3% | $6,401+11.6% |
| Admin fee / account holder | $12,644 | $4,590+175.5% | $3,228+291.7% | $11,431+10.6% |