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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 | $216,058 | $93,117+132.0% | $77,096+180.2% | $134,532+60.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.29% | 62.67%-82.0pp | 42.35%-61.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $11,934 | $3,420+248.9% | $2,814+324.0% | $4,741+151.7% |
| Participant deferral / active EE | $11,615 | $5,241+121.6% | $4,429+162.2% | $6,401+81.5% |
| Admin fee / account holder | $2,445 | $6,948-64.8% | $5,428-55.0% | $11,429-78.6% |