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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 | $141,650 | $84,628+67.4% | $61,501+130.3% | $134,545+5.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.49% | 585.61%-603.1pp | 339.04%-356.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,938 | $1,545+25.5% | $1,160+67.1% | $4,742-59.1% |
| Participant deferral / active EE | $8,119 | $2,819+188.1% | $2,125+282.1% | $6,401+26.8% |
| Admin fee / account holder | $1,093 | $2,587-57.8% | $2,132-48.7% | $11,431-90.4% |