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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 | $205,437 | $133,981+53.3% | $112,249+83.0% | $134,532+52.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.29% | 47.16%-62.5pp | 27.48%-42.8pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,057 | $4,040-49.1% | $3,636-43.4% | $4,741-56.6% |
| Participant deferral / active EE | $2,165 | $5,292-59.1% | $4,729-54.2% | $6,401-66.2% |
| Admin fee / account holder | $10,603 | $7,492+41.5% | $6,412+65.4% | $11,429-7.2% |