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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 | $169,678 | $152,597+11.2% | $117,533+44.4% | $134,532+26.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -5.04% | 53.04%-58.1pp | 29.77%-34.8pp | 418.27%-423.3pp |
| Employer contribution / active EE | $41,761 | $5,576+648.9% | $4,179+899.2% | $4,741+780.8% |
| Participant deferral / active EE | $20,535 | $4,821+326.0% | $4,072+404.3% | $6,401+220.8% |
| Admin fee / account holder | $494 | $7,007-92.9% | $5,647-91.3% | $11,429-95.7% |