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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 | $219,361 | $92,766+136.5% | $82,763+165.0% | $134,545+63.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.23% | 946.97%-959.2pp | 702.45%-714.7pp | 418.37%-430.6pp |
| Employer contribution / active EE | $10,310 | $3,273+215.0% | $3,008+242.7% | $4,742+117.4% |
| Participant deferral / active EE | $10,649 | $4,802+121.8% | $4,395+142.3% | $6,401+66.4% |
| Admin fee / account holder | $6,568 | $5,978+9.9% | $5,325+23.3% | $11,431-42.5% |