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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 | $107,048 | $84,551+26.6% | $61,452+74.2% | $134,532-20.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.18% | 585.39%-601.6pp | 338.96%-355.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,116 | $1,545+101.7% | $1,160+168.7% | $4,741-34.3% |
| Participant deferral / active EE | $10,633 | $2,818+277.3% | $2,125+400.5% | $6,401+66.1% |
| Admin fee / account holder | $19,185 | $2,587+641.4% | $2,131+800.3% | $11,429+67.9% |