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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 | $198,418 | $106,557+86.2% | $91,227+117.5% | $134,545+47.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.86% | 160.81%-172.7pp | 114.14%-126.0pp | 418.37%-430.2pp |
| Employer contribution / active EE | $2,119 | $3,332-36.4% | $2,851-25.7% | $4,742-55.3% |
| Participant deferral / active EE | $10,599 | $4,719+124.6% | $4,234+150.3% | $6,401+65.6% |
| Admin fee / account holder | $2,357 | $6,235-62.2% | $5,423-56.5% | $11,431-79.4% |