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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 | $158,952 | $152,591+4.2% | $117,529+35.2% | $134,545+18.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.06% | 53.04%-68.1pp | 29.77%-44.8pp | 418.37%-433.4pp |
| Employer contribution / active EE | $40,800 | $5,576+631.7% | $4,179+876.2% | $4,742+760.5% |
| Participant deferral / active EE | $20,500 | $4,821+325.2% | $4,072+403.4% | $6,401+220.2% |
| Admin fee / account holder | $9,869 | $7,004+40.9% | $5,645+74.8% | $11,431-13.7% |