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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 | $168,302 | $133,981+25.6% | $112,249+49.9% | $134,532+25.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.97% | 47.16%-55.1pp | 27.48%-35.5pp | 418.27%-426.2pp |
| Employer contribution / active EE | $7,055 | $4,040+74.6% | $3,636+94.0% | $4,741+48.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27,407 | $7,492+265.8% | $6,412+327.4% | $11,429+139.8% |