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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 | $160,094 | $88,603+80.7% | $69,890+129.1% | $134,545+19.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.95% | 442.93%-457.9pp | 190.84%-205.8pp | 418.37%-433.3pp |
| Employer contribution / active EE | $4,566 | $3,236+41.1% | $2,560+78.3% | $4,742-3.7% |
| Participant deferral / active EE | $8,019 | $4,771+68.1% | $3,848+108.4% | $6,401+25.3% |
| Admin fee / account holder | $6,642 | $10,443-36.4% | $6,267+6.0% | $11,431-41.9% |