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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 | $156,406 | $152,597+2.5% | $117,533+33.1% | $134,532+16.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.29% | 53.04%-73.3pp | 29.77%-50.1pp | 418.27%-438.6pp |
| Employer contribution / active EE | $19,518 | $5,576+250.0% | $4,179+367.0% | $4,741+311.7% |
| Participant deferral / active EE | $7,980 | $4,821+65.5% | $4,072+95.9% | $6,401+24.7% |
| Admin fee / account holder | $5,957 | $7,007-15.0% | $5,647+5.5% | $11,429-47.9% |