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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 | $202,110 | $133,981+50.8% | $112,249+80.1% | $134,532+50.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.79% | 47.16%-63.0pp | 27.48%-43.3pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,169 | $4,040-21.5% | $3,636-12.8% | $4,741-33.2% |
| Participant deferral / active EE | $13,677 | $5,292+158.4% | $4,729+189.2% | $6,401+113.7% |
| Admin fee / account holder | $44,034 | $7,492+487.8% | $6,412+586.7% | $11,429+285.3% |