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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 | $240,908 | $67,372+257.6% | $60,906+295.5% | $134,532+79.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.11% | 50.05%-66.2pp | 16.94%-33.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $5,716 | $3,099+84.4% | $2,703+111.5% | $4,741+20.6% |
| Participant deferral / active EE | $24,059 | $4,532+430.8% | $3,814+530.8% | $6,401+275.9% |
| Admin fee / account holder | $5,390 | $4,588+17.5% | $3,227+67.0% | $11,429-52.8% |