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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 | $226,967 | $92,684+144.9% | $82,706+174.4% | $134,509+68.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.58% | 945.84%-957.4pp | 701.76%-713.3pp | 418.13%-429.7pp |
| Employer contribution / active EE | $3,569 | $3,272+9.1% | $3,007+18.7% | $4,741-24.7% |
| Participant deferral / active EE | $8,444 | $4,800+75.9% | $4,394+92.2% | $6,400+31.9% |
| Admin fee / account holder | $1,345 | $5,982-77.5% | $5,329-74.8% | $11,427-88.2% |