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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 | $95,720 | $84,551+13.2% | $61,452+55.8% | $134,532-28.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -9.75% | 585.39%-595.1pp | 338.96%-348.7pp | 418.27%-428.0pp |
| Employer contribution / active EE | $4,782 | $1,545+209.6% | $1,160+312.4% | $4,741+0.9% |
| Participant deferral / active EE | $3,950 | $2,818+40.1% | $2,125+85.9% | $6,401-38.3% |
| Admin fee / account holder | $3,487 | $2,587+34.7% | $2,131+63.6% | $11,429-69.5% |