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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 | $200,243 | $92,743+115.9% | $82,744+142.0% | $134,532+48.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.69% | 946.63%-952.3pp | 702.22%-707.9pp | 418.27%-424.0pp |
| Employer contribution / active EE | $18,836 | $3,273+475.6% | $3,008+526.2% | $4,741+297.3% |
| Participant deferral / active EE | $4,886 | $4,802+1.8% | $4,395+11.2% | $6,401-23.7% |
| Admin fee / account holder | $1,240 | $5,977-79.3% | $5,325-76.7% | $11,429-89.2% |