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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 | $208,700 | $92,684+125.2% | $82,706+152.3% | $134,509+55.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.32% | 945.84%-959.2pp | 701.76%-715.1pp | 418.13%-431.5pp |
| Employer contribution / active EE | $3,199 | $3,272-2.2% | $3,007+6.4% | $4,741-32.5% |
| Participant deferral / active EE | $6,862 | $4,800+43.0% | $4,394+56.2% | $6,400+7.2% |
| Admin fee / account holder | $3,047 | $5,982-49.1% | $5,329-42.8% | $11,427-73.3% |