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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 | $213,188 | $133,981+59.1% | $112,249+89.9% | $134,532+58.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.13% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $5,185 | $4,040+28.4% | $3,636+42.6% | $4,741+9.4% |
| Participant deferral / active EE | $3,994 | $5,292-24.5% | $4,729-15.5% | $6,401-37.6% |
| Admin fee / account holder | $29,878 | $7,492+298.8% | $6,412+365.9% | $11,429+161.4% |