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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 | $174,264 | $92,743+87.9% | $82,744+110.6% | $134,532+29.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.94% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $11,703 | $3,273+257.6% | $3,008+289.1% | $4,741+146.8% |
| Participant deferral / active EE | $11,483 | $4,802+139.1% | $4,395+161.3% | $6,401+79.4% |
| Admin fee / account holder | $3,325 | $5,977-44.4% | $5,325-37.6% | $11,429-70.9% |