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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 | $163,329 | $93,117+75.4% | $77,096+111.9% | $134,532+21.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.75% | 62.67%-76.4pp | 42.35%-56.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $13,096 | $3,420+282.9% | $2,814+365.3% | $4,741+176.2% |
| Participant deferral / active EE | $15,111 | $5,241+188.3% | $4,429+241.2% | $6,401+136.1% |
| Admin fee / account holder | $1,317 | $6,948-81.0% | $5,428-75.7% | $11,429-88.5% |