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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 | $179,985 | $104,116+72.9% | $71,089+153.2% | $135,380+32.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -6.64% | 1256.51%-1263.1pp | 650.65%-657.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $11,991 | $1,485+707.5% | $1,088+1002.5% | $4,779+150.9% |
| Participant deferral / active EE | $9,617 | $2,524+281.1% | $1,873+413.6% | $5,609+71.5% |
| Admin fee / account holder | $2,553 | $4,142-38.4% | $3,082-17.2% | $10,828-76.4% |