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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 | $202,538 | $95,975+111.0% | $74,549+171.7% | $135,379+49.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.48% | 56.96%-64.4pp | 32.53%-40.0pp | 519.79%-527.3pp |
| Employer contribution / active EE | $20,779 | $2,716+665.0% | $1,961+959.6% | $4,779+334.8% |
| Participant deferral / active EE | $11,851 | $3,844+208.3% | $3,108+281.3% | $5,609+111.3% |
| Admin fee / account holder | $1,025 | $6,522-84.3% | $5,059-79.7% | $10,828-90.5% |