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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 | $167,541 | $133,981+25.0% | $112,249+49.3% | $134,532+24.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.14% | 47.16%-60.3pp | 27.48%-40.6pp | 418.27%-431.4pp |
| Employer contribution / active EE | $20,287 | $4,040+402.2% | $3,636+457.9% | $4,741+327.9% |
| Participant deferral / active EE | $3,817 | $5,292-27.9% | $4,729-19.3% | $6,401-40.4% |
| Admin fee / account holder | $83,819 | $7,492+1018.8% | $6,412+1207.1% | $11,429+633.4% |