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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 | $131,251 | $147,727-11.2% | $115,756+13.4% | $134,532-2.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -15.94% | 73.96%-89.9pp | 143.14%-159.1pp | 418.27%-434.2pp |
| Employer contribution / active EE | $20,299 | $4,713+330.7% | $3,793+435.2% | $4,741+328.2% |
| Participant deferral / active EE | $14,421 | $7,563+90.7% | $6,254+130.6% | $6,401+125.3% |
| Admin fee / account holder | $4,252 | $14,571-70.8% | $8,124-47.7% | $11,429-62.8% |