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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 | $142,839 | $67,372+112.0% | $60,906+134.5% | $134,532+6.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.75% | 50.05%-56.8pp | 16.94%-23.7pp | 418.27%-425.0pp |
| Employer contribution / active EE | $8,132 | $3,099+162.4% | $2,703+200.8% | $4,741+71.5% |
| Participant deferral / active EE | $8,102 | $4,532+78.8% | $3,814+112.4% | $6,401+26.6% |
| Admin fee / account holder | $6,594 | $4,588+43.7% | $3,227+104.3% | $11,429-42.3% |