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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 | $211,355 | $133,981+57.7% | $112,249+88.3% | $134,532+57.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.95% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $10,317 | $4,040+155.4% | $3,636+183.8% | $4,741+117.6% |
| Participant deferral / active EE | $10,447 | $5,292+97.4% | $4,729+120.9% | $6,401+63.2% |
| Admin fee / account holder | $64,545 | $7,492+761.5% | $6,412+906.6% | $11,429+464.8% |