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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 | $155,375 | $152,542+1.9% | $117,498+32.2% | $134,509+15.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.91% | 53.02%-65.9pp | 29.75%-42.7pp | 418.13%-431.0pp |
| Employer contribution / active EE | $7,495 | $5,574+34.5% | $4,178+79.4% | $4,741+58.1% |
| Participant deferral / active EE | $8,075 | $4,819+67.6% | $4,071+98.3% | $6,400+26.2% |
| Admin fee / account holder | $35,141 | $7,006+401.6% | $5,646+522.4% | $11,427+207.5% |