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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 | $134,146 | $152,597-12.1% | $117,533+14.1% | $134,532-0.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.02% | 53.04%-71.1pp | 29.77%-47.8pp | 418.27%-436.3pp |
| Employer contribution / active EE | $25,400 | $5,576+355.5% | $4,179+507.8% | $4,741+435.7% |
| Participant deferral / active EE | $12,200 | $4,821+153.1% | $4,072+199.6% | $6,401+90.6% |
| Admin fee / account holder | $1,124 | $7,007-84.0% | $5,647-80.1% | $11,429-90.2% |