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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 | $212,944 | $93,124+128.7% | $77,100+176.2% | $134,545+58.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.21% | 62.68%-79.9pp | 42.35%-59.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $8,875 | $3,421+159.4% | $2,815+215.3% | $4,742+87.2% |
| Participant deferral / active EE | $7,543 | $5,242+43.9% | $4,430+70.3% | $6,401+17.8% |
| Admin fee / account holder | $992 | $6,970-85.8% | $5,443-81.8% | $11,431-91.3% |