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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 | $136,109 | $88,603+53.6% | $69,890+94.7% | $134,545+1.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.57% | 442.93%-460.5pp | 190.84%-208.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,206 | $3,236-31.8% | $2,560-13.9% | $4,742-53.5% |
| Participant deferral / active EE | $3,725 | $4,771-21.9% | $3,848-3.2% | $6,401-41.8% |
| Admin fee / account holder | $16,847 | $10,443+61.3% | $6,267+168.8% | $11,431+47.4% |