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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 | $189,024 | $129,959+45.4% | $104,301+81.2% | $134,532+40.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.60% | 42.04%-53.6pp | 24.61%-36.2pp | 418.27%-429.9pp |
| Employer contribution / active EE | $12,917 | $4,185+208.6% | $3,373+283.0% | $4,741+172.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $923 | $9,325-90.1% | $7,340-87.4% | $11,429-91.9% |