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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 | $131,613 | $93,124+41.3% | $77,100+70.7% | $134,545-2.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.08% | 62.68%-80.8pp | 42.35%-60.4pp | 418.37%-436.5pp |
| Employer contribution / active EE | $10,283 | $3,421+200.5% | $2,815+265.3% | $4,742+116.9% |
| Participant deferral / active EE | $12,750 | $5,242+143.2% | $4,430+187.8% | $6,401+99.2% |
| Admin fee / account holder | $1,865 | $6,970-73.2% | $5,443-65.7% | $11,431-83.7% |