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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 | $202,583 | $152,542+32.8% | $117,498+72.4% | $134,509+50.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.65% | 53.02%-64.7pp | 29.75%-41.4pp | 418.13%-429.8pp |
| Employer contribution / active EE | $32,026 | $5,574+474.6% | $4,178+666.6% | $4,741+575.6% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,999 | $7,006-71.5% | $5,646-64.6% | $11,427-82.5% |