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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 | $200,610 | $133,981+49.7% | $112,249+78.7% | $134,532+49.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.09% | 47.16%-59.3pp | 27.48%-39.6pp | 418.27%-430.4pp |
| Employer contribution / active EE | $12,810 | $4,040+217.1% | $3,636+252.3% | $4,741+170.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,782 | $7,492-22.8% | $6,412-9.8% | $11,429-49.4% |