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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 | $222,984 | $133,981+66.4% | $112,249+98.7% | $134,532+65.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.74% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $13,333 | $4,040+230.1% | $3,636+266.7% | $4,741+181.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,361 | $7,492+38.3% | $6,412+61.6% | $11,429-9.3% |