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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 | $224,342 | $106,557+110.5% | $91,227+145.9% | $134,545+66.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.05% | 160.81%-173.9pp | 114.14%-127.2pp | 418.37%-431.4pp |
| Employer contribution / active EE | $2,610 | $3,332-21.7% | $2,851-8.5% | $4,742-45.0% |
| Participant deferral / active EE | $4,323 | $4,719-8.4% | $4,234+2.1% | $6,401-32.5% |
| Admin fee / account holder | $3,232 | $6,235-48.2% | $5,423-40.4% | $11,431-71.7% |