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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 | $173,821 | $133,998+29.7% | $112,263+54.8% | $134,545+29.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.29% | 47.17%-54.5pp | 27.49%-34.8pp | 418.37%-425.7pp |
| Employer contribution / active EE | $24,422 | $4,040+504.5% | $3,636+571.7% | $4,742+415.1% |
| Participant deferral / active EE | $5,154 | $5,292-2.6% | $4,729+9.0% | $6,401-19.5% |
| Admin fee / account holder | $92,766 | $7,493+1138.1% | $6,410+1347.1% | $11,431+711.5% |