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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 | $144,759 | $95,975+50.8% | $74,552+94.2% | $135,382+6.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.84% | 56.96%-64.8pp | 32.53%-40.4pp | 519.77%-527.6pp |
| Employer contribution / active EE | $2,114 | $2,716-22.2% | $1,961+7.8% | $4,779-55.8% |
| Participant deferral / active EE | $23,548 | $3,844+512.7% | $3,108+657.6% | $5,609+319.8% |
| Admin fee / account holder | $5,610 | $6,522-14.0% | $5,060+10.9% | $10,829-48.2% |