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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 | $153,758 | $133,981+14.8% | $112,249+37.0% | $134,532+14.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.04% | 47.16%-63.2pp | 27.48%-43.5pp | 418.27%-434.3pp |
| Employer contribution / active EE | $13,809 | $4,040+241.8% | $3,636+279.8% | $4,741+191.3% |
| Participant deferral / active EE | $4,524 | $5,292-14.5% | $4,729-4.3% | $6,401-29.3% |
| Admin fee / account holder | $8,993 | $7,492+20.0% | $6,412+40.2% | $11,429-21.3% |