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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 | $212,599 | $133,998+58.7% | $112,263+89.4% | $134,545+58.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.76% | 47.17%-49.9pp | 27.49%-30.2pp | 418.37%-421.1pp |
| Employer contribution / active EE | $2,173 | $4,040-46.2% | $3,636-40.2% | $4,742-54.2% |
| Participant deferral / active EE | $4,264 | $5,292-19.4% | $4,729-9.8% | $6,401-33.4% |
| Admin fee / account holder | $14,321 | $7,493+91.1% | $6,410+123.4% | $11,431+25.3% |