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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 | $241,169 | $93,124+159.0% | $77,100+212.8% | $134,545+79.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.02% | 62.68%-73.7pp | 42.35%-53.4pp | 418.37%-429.4pp |
| Employer contribution / active EE | $17,654 | $3,421+416.0% | $2,815+527.2% | $4,742+272.3% |
| Participant deferral / active EE | $14,900 | $5,242+184.2% | $4,430+236.4% | $6,401+132.8% |
| Admin fee / account holder | $1,063 | $6,970-84.8% | $5,443-80.5% | $11,431-90.7% |