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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 | $120,804 | $84,551+42.9% | $61,452+96.6% | $134,532-10.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.08% | 585.39%-603.5pp | 338.96%-357.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,790 | $1,545+15.9% | $1,160+54.4% | $4,741-62.2% |
| Participant deferral / active EE | $5,577 | $2,818+97.9% | $2,125+162.5% | $6,401-12.9% |
| Admin fee / account holder | $2,608 | $2,587+0.8% | $2,131+22.4% | $11,429-77.2% |