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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 | $108,457 | $67,396+60.9% | $60,919+78.0% | $134,545-19.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.96% | 50.12%-62.1pp | 16.96%-28.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $8,864 | $3,101+185.8% | $2,704+227.8% | $4,742+86.9% |
| Participant deferral / active EE | $7,735 | $4,534+70.6% | $3,814+102.8% | $6,401+20.8% |
| Admin fee / account holder | $2,610 | $4,590-43.1% | $3,228-19.1% | $11,431-77.2% |