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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 | $241,480 | $133,998+80.2% | $112,263+115.1% | $134,545+79.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.01% | 47.17%-62.2pp | 27.49%-42.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $12,790 | $4,040+216.6% | $3,636+251.8% | $4,742+169.7% |
| Participant deferral / active EE | $10,090 | $5,292+90.6% | $4,729+113.3% | $6,401+57.6% |
| Admin fee / account holder | $7,598 | $7,493+1.4% | $6,410+18.5% | $11,431-33.5% |