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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 | $199,135 | $92,684+114.9% | $82,706+140.8% | $134,509+48.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.32% | 945.84%-962.2pp | 701.76%-718.1pp | 418.13%-434.5pp |
| Employer contribution / active EE | $3,635 | $3,272+11.1% | $3,007+20.9% | $4,741-23.3% |
| Participant deferral / active EE | $3,635 | $4,800-24.3% | $4,394-17.3% | $6,400-43.2% |
| Admin fee / account holder | $9,248 | $5,982+54.6% | $5,329+73.5% | $11,427-19.1% |