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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 | $227,119 | $134,001+69.5% | $112,258+102.3% | $134,509+68.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.51% | 47.15%-61.7pp | 27.47%-42.0pp | 418.13%-432.6pp |
| Employer contribution / active EE | $10,920 | $4,039+170.3% | $3,636+200.4% | $4,741+130.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,263 | $7,491-56.4% | $6,411-49.1% | $11,427-71.4% |