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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 | $230,659 | $133,981+72.2% | $112,249+105.5% | $134,532+71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.80% | 47.16%-58.0pp | 27.48%-38.3pp | 418.27%-429.1pp |
| Employer contribution / active EE | $13,880 | $4,040+243.6% | $3,636+281.7% | $4,741+192.8% |
| Participant deferral / active EE | $10,027 | $5,292+89.5% | $4,729+112.0% | $6,401+56.6% |
| Admin fee / account holder | $34,262 | $7,492+357.3% | $6,412+434.3% | $11,429+199.8% |