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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 | $187,359 | $133,981+39.8% | $112,249+66.9% | $134,532+39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.45% | 47.16%-58.6pp | 27.48%-38.9pp | 418.27%-429.7pp |
| Employer contribution / active EE | $5,257 | $4,040+30.1% | $3,636+44.6% | $4,741+10.9% |
| Participant deferral / active EE | $20,712 | $5,292+291.4% | $4,729+338.0% | $6,401+223.6% |
| Admin fee / account holder | $561 | $7,492-92.5% | $6,412-91.3% | $11,429-95.1% |