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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 | $194,995 | $129,959+50.0% | $104,301+87.0% | $134,532+44.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.00% | 42.04%-58.0pp | 24.61%-40.6pp | 418.27%-434.3pp |
| Employer contribution / active EE | $6,339 | $4,185+51.4% | $3,373+87.9% | $4,741+33.7% |
| Participant deferral / active EE | $8,230 | $5,589+47.2% | $4,626+77.9% | $6,401+28.6% |
| Admin fee / account holder | $188,860 | $9,325+1925.3% | $7,340+2472.8% | $11,429+1552.5% |