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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 | $172,234 | $106,551+61.6% | $91,225+88.8% | $134,532+28.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.18% | 160.78%-181.0pp | 114.12%-134.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $11,206 | $3,331+236.4% | $2,851+293.1% | $4,741+136.4% |
| Participant deferral / active EE | $9,674 | $4,718+105.0% | $4,233+128.5% | $6,401+51.1% |
| Admin fee / account holder | $8,891 | $6,234+42.6% | $5,422+64.0% | $11,429-22.2% |