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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 | $151,763 | $106,549+42.4% | $91,225+66.4% | $134,509+12.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.86% | 160.73%-179.6pp | 114.10%-133.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $18,234 | $3,331+447.3% | $2,851+539.6% | $4,741+284.6% |
| Participant deferral / active EE | $7,260 | $4,719+53.8% | $4,234+71.5% | $6,400+13.4% |
| Admin fee / account holder | $1,799 | $6,234-71.1% | $5,422-66.8% | $11,427-84.3% |