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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 | $159,533 | $95,975+66.2% | $74,549+114.0% | $135,379+17.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.46% | 56.96%-63.4pp | 32.53%-39.0pp | 519.79%-526.3pp |
| Employer contribution / active EE | $16,202 | $2,716+496.5% | $1,961+726.2% | $4,779+239.0% |
| Participant deferral / active EE | $10,560 | $3,844+174.7% | $3,108+239.8% | $5,609+88.3% |
| Admin fee / account holder | $592 | $6,522-90.9% | $5,059-88.3% | $10,828-94.5% |