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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 | $138,902 | $93,098+49.2% | $77,081+80.2% | $134,509+3.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.01% | 62.63%-77.6pp | 42.33%-57.3pp | 418.13%-433.1pp |
| Employer contribution / active EE | $17,507 | $3,419+412.0% | $2,813+522.2% | $4,741+269.3% |
| Participant deferral / active EE | $13,500 | $5,239+157.7% | $4,428+204.9% | $6,400+110.9% |
| Admin fee / account holder | $1,345 | $6,945-80.6% | $5,427-75.2% | $11,427-88.2% |