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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 | $247,699 | $95,979+158.1% | $74,551+232.3% | $135,380+83.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.72% | 56.97%-61.7pp | 32.53%-37.3pp | 519.81%-524.5pp |
| Employer contribution / active EE | $6,384 | $2,716+135.0% | $1,961+225.5% | $4,779+33.6% |
| Participant deferral / active EE | $4,778 | $3,844+24.3% | $3,108+53.7% | $5,609-14.8% |
| Admin fee / account holder | $4,588 | $6,522-29.7% | $5,059-9.3% | $10,828-57.6% |