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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 | $199,151 | $95,979+107.5% | $74,551+167.1% | $135,380+47.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.27% | 56.97%-61.2pp | 32.53%-36.8pp | 519.81%-524.1pp |
| Employer contribution / active EE | $7,415 | $2,716+173.0% | $1,961+278.1% | $4,779+55.2% |
| Participant deferral / active EE | $2,041 | $3,844-46.9% | $3,108-34.3% | $5,609-63.6% |
| Admin fee / account holder | $2,361 | $6,522-63.8% | $5,059-53.3% | $10,828-78.2% |