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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 | $166,393 | $152,597+9.0% | $117,533+41.6% | $134,532+23.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.92% | 53.04%-72.0pp | 29.77%-48.7pp | 418.27%-437.2pp |
| Employer contribution / active EE | $21,318 | $5,576+282.3% | $4,179+410.1% | $4,741+349.6% |
| Participant deferral / active EE | $10,250 | $4,821+112.6% | $4,072+151.7% | $6,401+60.1% |
| Admin fee / account holder | $1,445 | $7,007-79.4% | $5,647-74.4% | $11,429-87.4% |