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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 | $114,373 | $93,124+22.8% | $77,100+48.3% | $134,545-15.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.52% | 62.68%-74.2pp | 42.35%-53.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $4,988 | $3,421+45.8% | $2,815+77.2% | $4,742+5.2% |
| Participant deferral / active EE | $4,988 | $5,242-4.9% | $4,430+12.6% | $6,401-22.1% |
| Admin fee / account holder | $2,261 | $6,970-67.6% | $5,443-58.5% | $11,431-80.2% |