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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 | $118,091 | $84,464+39.8% | $61,399+92.3% | $134,509-12.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.83% | 585.06%-602.9pp | 338.81%-356.6pp | 418.13%-436.0pp |
| Employer contribution / active EE | $7,591 | $1,545+391.4% | $1,159+554.7% | $4,741+60.1% |
| Participant deferral / active EE | $10,437 | $2,818+270.4% | $2,124+391.3% | $6,400+63.1% |
| Admin fee / account holder | $1,394 | $2,587-46.1% | $2,131-34.6% | $11,427-87.8% |