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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 | $218,749 | $152,542+43.4% | $117,498+86.2% | $134,509+62.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.00% | 53.02%-65.0pp | 29.75%-41.8pp | 418.13%-430.1pp |
| Employer contribution / active EE | $21,550 | $5,574+286.6% | $4,178+415.8% | $4,741+354.6% |
| Participant deferral / active EE | $3,313 | $4,819-31.3% | $4,071-18.6% | $6,400-48.2% |
| Admin fee / account holder | $1,750 | $7,006-75.0% | $5,646-69.0% | $11,427-84.7% |