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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 | $138,351 | $93,117+48.6% | $77,096+79.5% | $134,532+2.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.03% | 62.67%-81.7pp | 42.35%-61.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $10,746 | $3,420+214.2% | $2,814+281.8% | $4,741+126.6% |
| Participant deferral / active EE | $11,460 | $5,241+118.6% | $4,429+158.7% | $6,401+79.0% |
| Admin fee / account holder | $5,893 | $6,948-15.2% | $5,428+8.6% | $11,429-48.4% |