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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 | $244,002 | $95,979+154.2% | $74,551+227.3% | $135,380+80.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.72% | 56.97%-59.7pp | 32.53%-35.3pp | 519.81%-522.5pp |
| Employer contribution / active EE | $9,375 | $2,716+245.1% | $1,961+378.1% | $4,779+96.2% |
| Participant deferral / active EE | $8,071 | $3,844+110.0% | $3,108+159.7% | $5,609+43.9% |
| Admin fee / account holder | $128,912 | $6,522+1876.5% | $5,059+2448.1% | $10,828+1090.5% |