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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 | $86,528 | $95,975-9.8% | $74,549+16.1% | $135,379-36.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.47% | 56.96%-60.4pp | 32.53%-36.0pp | 519.79%-523.3pp |
| Employer contribution / active EE | $13,869 | $2,716+410.6% | $1,961+607.3% | $4,779+190.2% |
| Participant deferral / active EE | $1,617 | $3,844-57.9% | $3,108-48.0% | $5,609-71.2% |
| Admin fee / account holder | $165,363 | $6,522+2435.6% | $5,059+3168.7% | $10,828+1427.2% |