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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 | $145,256 | $67,396+115.5% | $60,919+138.4% | $134,545+8.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -3.25% | 50.12%-53.4pp | 16.96%-20.2pp | 418.37%-421.6pp |
| Employer contribution / active EE | $24,676 | $3,101+695.7% | $2,704+812.6% | $4,742+420.4% |
| Participant deferral / active EE | $13,000 | $4,534+186.7% | $3,814+240.8% | $6,401+103.1% |
| Admin fee / account holder | $16,164 | $4,590+252.2% | $3,228+400.8% | $11,431+41.4% |