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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 | $138,146 | $152,542-9.4% | $117,498+17.6% | $134,509+2.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.02% | 53.02%-70.0pp | 29.75%-46.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $22,350 | $5,574+301.0% | $4,178+435.0% | $4,741+371.5% |
| Participant deferral / active EE | $10,250 | $4,819+112.7% | $4,071+151.8% | $6,400+60.1% |
| Admin fee / account holder | $114,522 | $7,006+1534.7% | $5,646+1928.4% | $11,427+902.2% |