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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 | $150,440 | $88,603+69.8% | $69,890+115.3% | $134,545+11.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.37% | 442.93%-463.3pp | 190.84%-211.2pp | 418.37%-438.7pp |
| Employer contribution / active EE | $7,706 | $3,236+138.1% | $2,560+201.0% | $4,742+62.5% |
| Participant deferral / active EE | $4,976 | $4,771+4.3% | $3,848+29.3% | $6,401-22.3% |
| Admin fee / account holder | $2,142 | $10,443-79.5% | $6,267-65.8% | $11,431-81.3% |