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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 | $126,535 | $82,314+53.7% | $68,808+83.9% | $134,532-5.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.22% | -2.18%-16.0pp | -6.37%-11.8pp | 418.27%-436.5pp |
| Employer contribution / active EE | $5,672 | $3,301+71.8% | $2,656+113.6% | $4,741+19.6% |
| Participant deferral / active EE | $6,366 | $4,740+34.3% | $3,942+61.5% | $6,401-0.5% |
| Admin fee / account holder | $12,332 | $6,484+90.2% | $4,936+149.8% | $11,429+7.9% |