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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 | $116,573 | $93,117+25.2% | $77,096+51.2% | $134,532-13.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.37% | 62.67%-82.0pp | 42.35%-61.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,402 | $3,420+28.7% | $2,814+56.4% | $4,741-7.1% |
| Participant deferral / active EE | $9,497 | $5,241+81.2% | $4,429+114.4% | $6,401+48.4% |
| Admin fee / account holder | $10,173 | $6,948+46.4% | $5,428+87.4% | $11,429-11.0% |