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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 | $144,242 | $67,396+114.0% | $60,919+136.8% | $134,545+7.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.71% | 50.12%-65.8pp | 16.96%-32.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $7,862 | $3,101+153.5% | $2,704+190.8% | $4,742+65.8% |
| Participant deferral / active EE | $4,190 | $4,534-7.6% | $3,814+9.8% | $6,401-34.5% |
| Admin fee / account holder | $4,377 | $4,590-4.6% | $3,228+35.6% | $11,431-61.7% |