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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 | $169,954 | $93,124+82.5% | $77,100+120.4% | $134,545+26.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.92% | 62.68%-80.6pp | 42.35%-60.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $4,545 | $3,421+32.8% | $2,815+61.4% | $4,742-4.2% |
| Participant deferral / active EE | $8,413 | $5,242+60.5% | $4,430+89.9% | $6,401+31.4% |
| Admin fee / account holder | $26,083 | $6,970+274.2% | $5,443+379.2% | $11,431+128.2% |