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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 | $198,596 | $92,743+114.1% | $82,744+140.0% | $134,532+47.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.86% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $5,598 | $3,273+71.0% | $3,008+86.1% | $4,741+18.1% |
| Participant deferral / active EE | $3,800 | $4,802-20.9% | $4,395-13.5% | $6,401-40.6% |
| Admin fee / account holder | $3,032 | $5,977-49.3% | $5,325-43.1% | $11,429-73.5% |