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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 | $214,115 | $106,551+101.0% | $91,225+134.7% | $134,532+59.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.33% | 160.78%-178.1pp | 114.12%-131.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $11,312 | $3,331+239.6% | $2,851+296.8% | $4,741+138.6% |
| Participant deferral / active EE | $16,567 | $4,718+251.1% | $4,233+291.3% | $6,401+158.8% |
| Admin fee / account holder | $2,581 | $6,234-58.6% | $5,422-52.4% | $11,429-77.4% |