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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 | $237,427 | $95,979+147.4% | $74,551+218.5% | $135,380+75.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.96% | 56.97%-62.9pp | 32.53%-38.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $10,826 | $2,716+298.5% | $1,961+452.0% | $4,779+126.5% |
| Participant deferral / active EE | $4,393 | $3,844+14.3% | $3,108+41.3% | $5,609-21.7% |
| Admin fee / account holder | $1,415 | $6,522-78.3% | $5,059-72.0% | $10,828-86.9% |