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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 | $161,561 | $67,372+139.8% | $60,906+165.3% | $134,532+20.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.94% | 50.05%-57.0pp | 16.94%-23.9pp | 418.27%-425.2pp |
| Employer contribution / active EE | $6,868 | $3,099+121.6% | $2,703+154.1% | $4,741+44.9% |
| Participant deferral / active EE | $14,367 | $4,532+217.0% | $3,814+276.7% | $6,401+124.4% |
| Admin fee / account holder | $1,829 | $4,588-60.1% | $3,227-43.3% | $11,429-84.0% |