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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 | $100,942 | $52,519+92.2% | $155,789-35.2% | $59,633+69.3% |
| Participation rate | 90.6% | 61.7%+28.9pp | 76.1%+14.5pp | 68.7%+22.0pp |
| Annual return | -0.63% | 53.51%-54.1pp | 71.54%-72.2pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $9,669 | $1,589+508.5% | $3,839+151.9% | $2,203+339.0% |
| Participant deferral / active EE | $5,003 | $3,084+62.2% | $4,798+4.3% | $3,192+56.7% |
| Admin fee / account holder | $8,096 | $3,540+128.7% | $7,477+8.3% | $4,297+88.4% |