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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 | $182,547 | $93,098+96.1% | $77,081+136.8% | $134,509+35.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.11% | 62.63%-79.7pp | 42.33%-59.4pp | 418.13%-435.2pp |
| Employer contribution / active EE | $5,984 | $3,419+75.0% | $2,813+112.7% | $4,741+26.2% |
| Participant deferral / active EE | $7,917 | $5,239+51.1% | $4,428+78.8% | $6,400+23.7% |
| Admin fee / account holder | $22,248 | $6,945+220.3% | $5,427+310.0% | $11,427+94.7% |