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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 | $152,675 | $133,981+14.0% | $112,249+36.0% | $134,532+13.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.50% | 47.16%-61.7pp | 27.48%-42.0pp | 418.27%-432.8pp |
| Employer contribution / active EE | $20,953 | $4,040+418.7% | $3,636+476.3% | $4,741+342.0% |
| Participant deferral / active EE | $9,841 | $5,292+86.0% | $4,729+108.1% | $6,401+53.7% |
| Admin fee / account holder | $51,084 | $7,492+581.9% | $6,412+696.6% | $11,429+347.0% |