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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 | $146,640 | $84,551+73.4% | $61,452+138.6% | $134,532+9.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.26% | 585.39%-603.6pp | 338.96%-357.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $6,031 | $1,545+290.4% | $1,160+420.1% | $4,741+27.2% |
| Participant deferral / active EE | $9,602 | $2,818+240.7% | $2,125+352.0% | $6,401+50.0% |
| Admin fee / account holder | $686 | $2,587-73.5% | $2,131-67.8% | $11,429-94.0% |