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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 | $83,176 | $84,464-1.5% | $61,399+35.5% | $134,509-38.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.09% | 585.06%-605.1pp | 338.81%-358.9pp | 418.13%-438.2pp |
| Employer contribution / active EE | $2,709 | $1,545+75.4% | $1,159+133.6% | $4,741-42.9% |
| Participant deferral / active EE | $8,081 | $2,818+186.8% | $2,124+280.4% | $6,400+26.3% |
| Admin fee / account holder | $1,350 | $2,587-47.8% | $2,131-36.7% | $11,427-88.2% |