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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 | $231,575 | $134,001+72.8% | $112,258+106.3% | $134,509+72.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.46% | 47.15%-59.6pp | 27.47%-39.9pp | 418.13%-430.6pp |
| Employer contribution / active EE | $6,516 | $4,039+61.3% | $3,636+79.2% | $4,741+37.4% |
| Participant deferral / active EE | $14,318 | $5,291+170.6% | $4,728+202.8% | $6,400+123.7% |
| Admin fee / account holder | $2,116 | $7,491-71.8% | $6,411-67.0% | $11,427-81.5% |