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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 | $117,540 | $104,116+12.9% | $71,089+65.3% | $135,380-13.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -5.74% | 1256.51%-1262.2pp | 650.65%-656.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,359 | $1,485-8.5% | $1,088+24.9% | $4,779-71.6% |
| Participant deferral / active EE | $10,740 | $2,524+325.6% | $1,873+473.6% | $5,609+91.5% |
| Admin fee / account holder | $14,863 | $4,142+258.9% | $3,082+382.2% | $10,828+37.3% |