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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 | $149,825 | $106,549+40.6% | $91,225+64.2% | $134,509+11.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.45% | 160.73%-175.2pp | 114.10%-128.5pp | 418.13%-432.6pp |
| Employer contribution / active EE | $8,638 | $3,331+159.3% | $2,851+203.0% | $4,741+82.2% |
| Participant deferral / active EE | $15,918 | $4,719+237.3% | $4,234+276.0% | $6,400+148.7% |
| Admin fee / account holder | $183,743 | $6,234+2847.5% | $5,422+3288.9% | $11,427+1508.0% |