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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 | $83,304 | $84,628-1.6% | $61,501+35.4% | $134,545-38.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.81% | 585.61%-602.4pp | 339.04%-355.9pp | 418.37%-435.2pp |
| Employer contribution / active EE | $5,877 | $1,545+280.5% | $1,160+406.8% | $4,742+24.0% |
| Participant deferral / active EE | $6,545 | $2,819+132.2% | $2,125+208.1% | $6,401+2.2% |
| Admin fee / account holder | $1,735 | $2,587-32.9% | $2,132-18.6% | $11,431-84.8% |