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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 | $179,709 | $133,981+34.1% | $112,249+60.1% | $134,532+33.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.04% | 47.16%-49.2pp | 27.48%-29.5pp | 418.27%-420.3pp |
| Employer contribution / active EE | $7,172 | $4,040+77.5% | $3,636+97.2% | $4,741+51.3% |
| Participant deferral / active EE | $7,269 | $5,292+37.4% | $4,729+53.7% | $6,401+13.6% |
| Admin fee / account holder | $16,400 | $7,492+118.9% | $6,412+155.8% | $11,429+43.5% |