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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 | $204,799 | $106,551+92.2% | $91,225+124.5% | $134,532+52.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.58% | 160.78%-180.4pp | 114.12%-133.7pp | 418.27%-437.9pp |
| Employer contribution / active EE | $11,497 | $3,331+245.1% | $2,851+303.3% | $4,741+142.5% |
| Participant deferral / active EE | $5,342 | $4,718+13.2% | $4,233+26.2% | $6,401-16.5% |
| Admin fee / account holder | $19,834 | $6,234+218.1% | $5,422+265.8% | $11,429+73.5% |