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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 | $237,655 | $142,392+66.9% | $119,622+98.7% | $134,532+76.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.83% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.1pp |
| Employer contribution / active EE | $13,360 | $5,224+155.8% | $4,232+215.7% | $4,741+181.8% |
| Participant deferral / active EE | $11,938 | $6,467+84.6% | $5,601+113.2% | $6,401+86.5% |
| Admin fee / account holder | $9,174 | $13,593-32.5% | $10,328-11.2% | $11,429-19.7% |