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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 | $144,868 | $93,117+55.6% | $77,096+87.9% | $134,532+7.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.03% | 62.67%-78.7pp | 42.35%-58.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $22,276 | $3,420+551.3% | $2,814+691.5% | $4,741+369.9% |
| Participant deferral / active EE | $15,360 | $5,241+193.1% | $4,429+246.8% | $6,401+140.0% |
| Admin fee / account holder | $4,500 | $6,948-35.2% | $5,428-17.1% | $11,429-60.6% |