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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 | $203,871 | $133,998+52.1% | $112,263+81.6% | $134,545+51.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.88% | 47.17%-64.1pp | 27.49%-44.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $8,278 | $4,040+104.9% | $3,636+127.7% | $4,742+74.6% |
| Participant deferral / active EE | $19,500 | $5,292+268.5% | $4,729+312.3% | $6,401+204.6% |
| Admin fee / account holder | $1,442 | $7,493-80.8% | $6,410-77.5% | $11,431-87.4% |