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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 | $152,947 | $67,396+126.9% | $60,919+151.1% | $134,545+13.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.22% | 50.12%-67.3pp | 16.96%-34.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,915 | $3,101+26.2% | $2,704+44.8% | $4,742-17.4% |
| Participant deferral / active EE | $27,000 | $4,534+495.5% | $3,814+607.8% | $6,401+321.8% |
| Admin fee / account holder | $1,383 | $4,590-69.9% | $3,228-57.2% | $11,431-87.9% |