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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 | $210,002 | $133,981+56.7% | $112,249+87.1% | $134,532+56.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.55% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,736 | $4,040-7.5% | $3,636+2.7% | $4,741-21.2% |
| Participant deferral / active EE | $6,875 | $5,292+29.9% | $4,729+45.4% | $6,401+7.4% |
| Admin fee / account holder | $41,848 | $7,492+458.6% | $6,412+552.6% | $11,429+266.2% |