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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 | $111,655 | $95,975+16.3% | $74,552+49.8% | $135,382-17.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.38% | 56.96%-63.3pp | 32.53%-38.9pp | 519.77%-526.1pp |
| Employer contribution / active EE | $21,118 | $2,716+677.5% | $1,961+976.9% | $4,779+341.9% |
| Participant deferral / active EE | $11,973 | $3,844+211.5% | $3,108+285.2% | $5,609+113.5% |
| Admin fee / account holder | $1,347 | $6,522-79.3% | $5,060-73.4% | $10,829-87.6% |