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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 | $142,623 | $95,979+48.6% | $74,551+91.3% | $135,380+5.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.94% | 56.97%-58.9pp | 32.53%-34.5pp | 519.81%-521.7pp |
| Employer contribution / active EE | $6,259 | $2,716+130.4% | $1,961+219.2% | $4,779+31.0% |
| Participant deferral / active EE | $3,506 | $3,844-8.8% | $3,108+12.8% | $5,609-37.5% |
| Admin fee / account holder | $1,449 | $6,522-77.8% | $5,059-71.4% | $10,828-86.6% |