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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 | $184,580 | $106,557+73.2% | $91,227+102.3% | $134,545+37.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -5.34% | 160.81%-166.2pp | 114.14%-119.5pp | 418.37%-423.7pp |
| Employer contribution / active EE | $3,245 | $3,332-2.6% | $2,851+13.8% | $4,742-31.6% |
| Participant deferral / active EE | $1,444 | $4,719-69.4% | $4,234-65.9% | $6,401-77.4% |
| Admin fee / account holder | $17,364 | $6,235+178.5% | $5,423+220.2% | $11,431+51.9% |