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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 | $211,150 | $92,707+127.8% | $82,726+155.2% | $134,493+57.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.00% | 945.12%-958.1pp | 701.33%-714.3pp | 418.01%-431.0pp |
| Employer contribution / active EE | $2,646 | $3,274-19.2% | $3,009-12.0% | $4,740-44.2% |
| Participant deferral / active EE | $6,524 | $4,801+35.9% | $4,394+48.5% | $6,400+1.9% |
| Admin fee / account holder | $4,616 | $5,980-22.8% | $5,328-13.4% | $11,425-59.6% |