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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 | $216,657 | $152,591+42.0% | $117,529+84.3% | $134,545+61.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.58% | 53.04%-67.6pp | 29.77%-44.4pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $336 | $4,821-93.0% | $4,072-91.7% | $6,401-94.8% |
| Admin fee / account holder | $1,059 | $7,004-84.9% | $5,645-81.2% | $11,431-90.7% |