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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 | $195,313 | $93,117+109.7% | $77,096+153.3% | $134,532+45.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.81% | 62.67%-81.5pp | 42.35%-61.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,155 | $3,420+21.5% | $2,814+47.6% | $4,741-12.4% |
| Participant deferral / active EE | $12,679 | $5,241+141.9% | $4,429+186.3% | $6,401+98.1% |
| Admin fee / account holder | $1,851 | $6,948-73.4% | $5,428-65.9% | $11,429-83.8% |