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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 | $228,650 | $93,117+145.6% | $77,096+196.6% | $134,532+70.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.26% | 62.67%-78.9pp | 42.35%-58.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $7,198 | $3,420+110.4% | $2,814+155.7% | $4,741+51.8% |
| Participant deferral / active EE | $6,233 | $5,241+18.9% | $4,429+40.7% | $6,401-2.6% |
| Admin fee / account holder | $24,189 | $6,948+248.2% | $5,428+345.6% | $11,429+111.7% |