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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 | $101,239 | $84,464+19.9% | $61,399+64.9% | $134,509-24.7% |
| Participation rate | 90.0% | 62.2%+27.8pp | 52.6%+37.4pp | 81.2%+8.8pp |
| Annual return | -15.60% | 585.06%-600.7pp | 338.81%-354.4pp | 418.13%-433.7pp |
| Employer contribution / active EE | $5,000 | $1,545+223.7% | $1,159+331.2% | $4,741+5.5% |
| Participant deferral / active EE | $4,826 | $2,818+71.3% | $2,124+127.2% | $6,400-24.6% |
| Admin fee / account holder | $3,880 | $2,587+50.0% | $2,131+82.1% | $11,427-66.0% |