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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 | $156,671 | $93,117+68.3% | $77,096+103.2% | $134,532+16.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.87% | 62.67%-74.5pp | 42.35%-54.2pp | 418.27%-430.1pp |
| Employer contribution / active EE | $15,630 | $3,420+357.0% | $2,814+455.4% | $4,741+229.7% |
| Participant deferral / active EE | $13,195 | $5,241+151.8% | $4,429+197.9% | $6,401+106.1% |
| Admin fee / account holder | $15,966 | $6,948+129.8% | $5,428+194.1% | $11,429+39.7% |