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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 | $152,597+43.4% | $117,533+86.1% | $134,532+62.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.00% | 53.04%-65.0pp | 29.77%-41.8pp | 418.27%-430.3pp |
| Employer contribution / active EE | $21,550 | $5,576+286.5% | $4,179+415.6% | $4,741+354.5% |
| Participant deferral / active EE | $3,313 | $4,821-31.3% | $4,072-18.7% | $6,401-48.2% |
| Admin fee / account holder | $1,750 | $7,007-75.0% | $5,647-69.0% | $11,429-84.7% |