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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 | $190,045 | $93,124+104.1% | $77,100+146.5% | $134,545+41.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.93% | 62.68%-74.6pp | 42.35%-54.3pp | 418.37%-430.3pp |
| Employer contribution / active EE | $3,833 | $3,421+12.0% | $2,815+36.2% | $4,742-19.2% |
| Participant deferral / active EE | $8,532 | $5,242+62.8% | $4,430+92.6% | $6,401+33.3% |
| Admin fee / account holder | $1,293 | $6,970-81.4% | $5,443-76.2% | $11,431-88.7% |