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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 | $228,895 | $106,549+114.8% | $91,225+150.9% | $134,509+70.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.52% | 160.73%-177.3pp | 114.10%-130.6pp | 418.13%-434.7pp |
| Employer contribution / active EE | $12,857 | $3,331+285.9% | $2,851+351.0% | $4,741+171.2% |
| Participant deferral / active EE | $8,871 | $4,719+88.0% | $4,234+109.5% | $6,400+38.6% |
| Admin fee / account holder | $12,056 | $6,234+93.4% | $5,422+122.4% | $11,427+5.5% |