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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 | $171,129 | $152,597+12.1% | $117,533+45.6% | $134,532+27.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.49% | 53.04%-71.5pp | 29.77%-48.3pp | 418.27%-436.8pp |
| Employer contribution / active EE | $40,500 | $5,576+626.3% | $4,179+869.1% | $4,741+754.2% |
| Participant deferral / active EE | $20,500 | $4,821+325.2% | $4,072+403.4% | $6,401+220.3% |
| Admin fee / account holder | $1,211 | $7,007-82.7% | $5,647-78.6% | $11,429-89.4% |