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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 | $86,714 | $67,396+28.7% | $60,919+42.3% | $134,545-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.56% | 50.12%-68.7pp | 16.96%-35.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $6,702 | $3,101+116.1% | $2,704+147.9% | $4,742+41.3% |
| Participant deferral / active EE | $7,587 | $4,534+67.3% | $3,814+98.9% | $6,401+18.5% |
| Admin fee / account holder | $424 | $4,590-90.8% | $3,228-86.9% | $11,431-96.3% |