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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 | $211,516 | $133,981+57.9% | $112,249+88.4% | $134,532+57.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.37% | 47.16%-57.5pp | 27.48%-37.9pp | 418.27%-428.6pp |
| Employer contribution / active EE | $14,574 | $4,040+260.8% | $3,636+300.8% | $4,741+207.4% |
| Participant deferral / active EE | $27,000 | $5,292+410.2% | $4,729+470.9% | $6,401+321.8% |
| Admin fee / account holder | $1,428 | $7,492-80.9% | $6,412-77.7% | $11,429-87.5% |