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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 | $171,207 | $152,591+12.2% | $117,529+45.7% | $134,545+27.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.94% | 53.04%-61.0pp | 29.77%-37.7pp | 418.37%-426.3pp |
| Employer contribution / active EE | $14,086 | $5,576+152.6% | $4,179+237.0% | $4,742+197.1% |
| Participant deferral / active EE | $5,135 | $4,821+6.5% | $4,072+26.1% | $6,401-19.8% |
| Admin fee / account holder | $611 | $7,004-91.3% | $5,645-89.2% | $11,431-94.7% |