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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 | $127,564 | $67,372+89.3% | $60,906+109.4% | $134,532-5.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.50% | 50.05%-68.5pp | 16.94%-35.4pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,500 | $3,099-19.3% | $2,703-7.5% | $4,741-47.3% |
| Participant deferral / active EE | $9,361 | $4,532+106.5% | $3,814+145.4% | $6,401+46.2% |
| Admin fee / account holder | $5,314 | $4,588+15.8% | $3,227+64.7% | $11,429-53.5% |