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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 | $142,436 | $129,959+9.6% | $104,301+36.6% | $134,532+5.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.81% | 42.04%-59.9pp | 24.61%-42.4pp | 418.27%-436.1pp |
| Employer contribution / active EE | $13,750 | $4,185+228.5% | $3,373+307.7% | $4,741+190.0% |
| Participant deferral / active EE | $5,400 | $5,589-3.4% | $4,626+16.7% | $6,401-15.6% |
| Admin fee / account holder | $105,007 | $9,325+1026.1% | $7,340+1330.5% | $11,429+818.8% |