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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 | $203,199 | $133,981+51.7% | $112,249+81.0% | $134,532+51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.75% | 47.16%-58.9pp | 27.48%-39.2pp | 418.27%-430.0pp |
| Employer contribution / active EE | $8,922 | $4,040+120.9% | $3,636+145.4% | $4,741+88.2% |
| Participant deferral / active EE | $10,800 | $5,292+104.1% | $4,729+128.4% | $6,401+68.7% |
| Admin fee / account holder | $919 | $7,492-87.7% | $6,412-85.7% | $11,429-92.0% |