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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 | $231,246 | $133,981+72.6% | $112,249+106.0% | $134,532+71.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.94% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $12,635 | $4,040+212.8% | $3,636+247.5% | $4,741+166.5% |
| Participant deferral / active EE | $9,630 | $5,292+82.0% | $4,729+103.6% | $6,401+50.4% |
| Admin fee / account holder | $24,392 | $7,492+225.6% | $6,412+280.4% | $11,429+113.4% |