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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 | $104,922 | $67,396+55.7% | $60,919+72.2% | $134,545-22.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.76% | 50.12%-58.9pp | 16.96%-25.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $5,819 | $3,101+87.6% | $2,704+115.2% | $4,742+22.7% |
| Participant deferral / active EE | $1,541 | $4,534-66.0% | $3,814-59.6% | $6,401-75.9% |
| Admin fee / account holder | $34,214 | $4,590+645.4% | $3,228+960.0% | $11,431+199.3% |