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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 | $204,466 | $67,396+203.4% | $60,919+235.6% | $134,545+52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.93% | 50.12%-68.0pp | 16.96%-34.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,868 | $3,101-7.5% | $2,704+6.1% | $4,742-39.5% |
| Participant deferral / active EE | $18,000 | $4,534+297.0% | $3,814+371.9% | $6,401+181.2% |
| Admin fee / account holder | $563 | $4,590-87.7% | $3,228-82.5% | $11,431-95.1% |