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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 | $152,527+23.1% | $117,490+59.9% | $134,493+39.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.85% | 53.00%-67.8pp | 29.75%-44.6pp | 418.01%-432.9pp |
| Employer contribution / active EE | $9,816 | $5,572+76.2% | $4,177+135.0% | $4,740+107.1% |
| Participant deferral / active EE | $4,698 | $4,818-2.5% | $4,071+15.4% | $6,400-26.6% |
| Admin fee / account holder | $747 | $7,005-89.3% | $5,646-86.8% | $11,425-93.5% |