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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 | $244,588 | $95,979+154.8% | $74,551+228.1% | $135,380+80.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.44% | 56.97%-61.4pp | 32.53%-37.0pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,171 | $2,716+16.7% | $1,961+61.7% | $4,779-33.6% |
| Participant deferral / active EE | $2,108 | $3,844-45.2% | $3,108-32.2% | $5,609-62.4% |
| Admin fee / account holder | $6,842 | $6,522+4.9% | $5,059+35.2% | $10,828-36.8% |