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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 | $193,215 | $133,981+44.2% | $112,249+72.1% | $134,532+43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.42% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $9,740 | $4,040+141.1% | $3,636+167.9% | $4,741+105.4% |
| Participant deferral / active EE | $8,110 | $5,292+53.2% | $4,729+71.5% | $6,401+26.7% |
| Admin fee / account holder | $80,355 | $7,492+972.6% | $6,412+1153.1% | $11,429+603.1% |