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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 | $92,322 | $152,597-39.5% | $117,533-21.5% | $134,532-31.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.19% | 53.04%-71.2pp | 29.77%-48.0pp | 418.27%-436.5pp |
| Employer contribution / active EE | $25,139 | $5,576+350.8% | $4,179+501.5% | $4,741+430.2% |
| Participant deferral / active EE | $21,128 | $4,821+338.3% | $4,072+418.8% | $6,401+230.1% |
| Admin fee / account holder | $1,516 | $7,007-78.4% | $5,647-73.2% | $11,429-86.7% |