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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 | $77,939 | $84,628-7.9% | $61,501+26.7% | $134,545-42.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.55% | 585.61%-602.2pp | 339.04%-355.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $4,817 | $1,545+211.8% | $1,160+315.3% | $4,742+1.6% |
| Participant deferral / active EE | $4,705 | $2,819+66.9% | $2,125+121.4% | $6,401-26.5% |
| Admin fee / account holder | $5,926 | $2,587+129.0% | $2,132+178.0% | $11,431-48.2% |