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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 | $102,883 | $88,585+16.1% | $69,884+47.2% | $134,532-23.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.74% | 442.80%-462.5pp | 190.81%-210.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $10,311 | $3,235+218.7% | $2,560+302.8% | $4,741+117.5% |
| Participant deferral / active EE | $10,726 | $4,770+124.9% | $3,848+178.7% | $6,401+67.6% |
| Admin fee / account holder | $12,770 | $10,441+22.3% | $6,266+103.8% | $11,429+11.7% |