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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 | $199,435 | $133,981+48.9% | $112,249+77.7% | $134,532+48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.32% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $11,615 | $4,040+187.5% | $3,636+219.4% | $4,741+145.0% |
| Participant deferral / active EE | $7,708 | $5,292+45.6% | $4,729+63.0% | $6,401+20.4% |
| Admin fee / account holder | $24,367 | $7,492+225.2% | $6,412+280.0% | $11,429+113.2% |