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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 | $183,447 | $106,551+72.2% | $91,225+101.1% | $134,532+36.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.35% | 160.78%-177.1pp | 114.12%-130.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $10,102 | $3,331+203.2% | $2,851+254.3% | $4,741+113.1% |
| Participant deferral / active EE | $8,377 | $4,718+77.5% | $4,233+97.9% | $6,401+30.9% |
| Admin fee / account holder | $1,725 | $6,234-72.3% | $5,422-68.2% | $11,429-84.9% |