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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 | $187,812 | $152,591+23.1% | $117,529+59.8% | $134,545+39.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.85% | 53.04%-67.9pp | 29.77%-44.6pp | 418.37%-433.2pp |
| Employer contribution / active EE | $9,816 | $5,576+76.0% | $4,179+134.9% | $4,742+107.0% |
| Participant deferral / active EE | $4,698 | $4,821-2.6% | $4,072+15.4% | $6,401-26.6% |
| Admin fee / account holder | $747 | $7,004-89.3% | $5,645-86.8% | $11,431-93.5% |