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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 | $130,295 | $88,585+47.1% | $69,884+86.4% | $134,532-3.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.24% | 442.80%-458.0pp | 190.81%-206.1pp | 418.27%-433.5pp |
| Employer contribution / active EE | $7,158 | $3,235+121.3% | $2,560+179.6% | $4,741+51.0% |
| Participant deferral / active EE | $5,853 | $4,770+22.7% | $3,848+52.1% | $6,401-8.6% |
| Admin fee / account holder | $19,815 | $10,441+89.8% | $6,266+216.2% | $11,429+73.4% |