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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 | $236,356 | $67,352+250.9% | $60,899+288.1% | $134,509+75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.32% | 49.99%-66.3pp | 16.92%-33.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $4,500 | $3,098+45.3% | $2,702+66.5% | $4,741-5.1% |
| Participant deferral / active EE | $8,051 | $4,539+77.4% | $3,817+110.9% | $6,400+25.8% |
| Admin fee / account holder | $831 | $4,585-81.9% | $3,225-74.2% | $11,427-92.7% |