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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 | $164,974 | $67,396+144.8% | $60,919+170.8% | $134,545+22.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.56% | 50.12%-60.7pp | 16.96%-27.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $7,339 | $3,101+136.7% | $2,704+171.4% | $4,742+54.8% |
| Participant deferral / active EE | $2,008 | $4,534-55.7% | $3,814-47.3% | $6,401-68.6% |
| Admin fee / account holder | $3,014 | $4,590-34.3% | $3,228-6.6% | $11,431-73.6% |