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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 | $155,392 | $106,557+45.8% | $91,227+70.3% | $134,545+15.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.20% | 160.81%-177.0pp | 114.14%-130.3pp | 418.37%-434.6pp |
| Employer contribution / active EE | $14,993 | $3,332+350.0% | $2,851+425.8% | $4,742+216.2% |
| Participant deferral / active EE | $15,283 | $4,719+223.9% | $4,234+261.0% | $6,401+138.8% |
| Admin fee / account holder | $26,073 | $6,235+318.2% | $5,423+380.8% | $11,431+128.1% |