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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 | $177,893 | $95,979+85.3% | $74,551+138.6% | $135,380+31.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.58% | 56.97%-64.5pp | 32.53%-40.1pp | 519.81%-527.4pp |
| Employer contribution / active EE | $8,196 | $2,716+201.7% | $1,961+318.0% | $4,779+71.5% |
| Participant deferral / active EE | $9,210 | $3,844+139.6% | $3,108+196.3% | $5,609+64.2% |
| Admin fee / account holder | $1,018 | $6,522-84.4% | $5,059-79.9% | $10,828-90.6% |