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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 | $248,594 | $135,645+83.3% | $110,243+125.5% | $135,380+83.6% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -4.40% | 513.24%-517.6pp | 314.76%-319.2pp | 519.81%-524.2pp |
| Employer contribution / active EE | $8,163 | $4,907+66.4% | $3,827+113.3% | $4,779+70.8% |
| Participant deferral / active EE | $10,897 | $5,507+97.9% | $4,672+133.2% | $5,609+94.3% |
| Admin fee / account holder | $54,406 | $11,458+374.8% | $8,548+536.5% | $10,828+402.5% |