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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 | $201,598 | $152,597+32.1% | $117,533+71.5% | $134,532+49.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.09% | 53.04%-66.1pp | 29.77%-42.9pp | 418.27%-431.4pp |
| Employer contribution / active EE | $10,797 | $5,576+93.6% | $4,179+158.3% | $4,741+127.7% |
| Participant deferral / active EE | $18,000 | $4,821+273.4% | $4,072+342.0% | $6,401+181.2% |
| Admin fee / account holder | $1,494 | $7,007-78.7% | $5,647-73.5% | $11,429-86.9% |