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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 | $139,526 | $106,557+30.9% | $91,227+52.9% | $134,545+3.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.50% | 160.81%-175.3pp | 114.14%-128.6pp | 418.37%-432.9pp |
| Employer contribution / active EE | $4,610 | $3,332+38.4% | $2,851+61.7% | $4,742-2.8% |
| Participant deferral / active EE | $20,315 | $4,719+330.5% | $4,234+379.8% | $6,401+217.4% |
| Admin fee / account holder | $1,154 | $6,235-81.5% | $5,423-78.7% | $11,431-89.9% |