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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 | $188,495 | $67,352+179.9% | $60,899+209.5% | $134,509+40.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -10.91% | 49.99%-60.9pp | 16.92%-27.8pp | 418.13%-429.0pp |
| Employer contribution / active EE | $17,645 | $3,098+469.6% | $2,702+552.9% | $4,741+272.2% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,607 | $4,585+44.1% | $3,225+104.9% | $11,427-42.2% |