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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 | $199,042 | $92,743+114.6% | $82,744+140.6% | $134,532+48.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.01% | 946.63%-965.6pp | 702.22%-721.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,245 | $3,273+29.7% | $3,008+41.1% | $4,741-10.5% |
| Participant deferral / active EE | $17,300 | $4,802+260.3% | $4,395+293.7% | $6,401+170.3% |
| Admin fee / account holder | $2,206 | $5,977-63.1% | $5,325-58.6% | $11,429-80.7% |