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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 | $180,839 | $92,743+95.0% | $82,744+118.6% | $134,532+34.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.91% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,500 | $3,273-23.6% | $3,008-16.9% | $4,741-47.3% |
| Participant deferral / active EE | $9,890 | $4,802+106.0% | $4,395+125.0% | $6,401+54.5% |
| Admin fee / account holder | $1,774 | $5,977-70.3% | $5,325-66.7% | $11,429-84.5% |