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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 | $182,904 | $133,981+36.5% | $112,249+62.9% | $134,532+36.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.34% | 47.16%-62.5pp | 27.48%-42.8pp | 418.27%-433.6pp |
| Employer contribution / active EE | $7,780 | $4,040+92.6% | $3,636+114.0% | $4,741+64.1% |
| Participant deferral / active EE | $17,654 | $5,292+233.6% | $4,729+273.3% | $6,401+175.8% |
| Admin fee / account holder | $1,973 | $7,492-73.7% | $6,412-69.2% | $11,429-82.7% |