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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 | $157,486 | $95,975+64.1% | $74,549+111.3% | $135,379+16.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.62% | 56.96%-65.6pp | 32.53%-41.2pp | 519.79%-528.4pp |
| Employer contribution / active EE | $11,965 | $2,716+340.5% | $1,961+510.2% | $4,779+150.4% |
| Participant deferral / active EE | $15,400 | $3,844+300.7% | $3,108+395.5% | $5,609+174.6% |
| Admin fee / account holder | $406 | $6,522-93.8% | $5,059-92.0% | $10,828-96.3% |