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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 | $136,066 | $92,684+46.8% | $82,706+64.5% | $134,509+1.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.92% | 945.84%-955.8pp | 701.76%-711.7pp | 418.13%-428.1pp |
| Employer contribution / active EE | $7,214 | $3,272+120.5% | $3,007+139.9% | $4,741+52.2% |
| Participant deferral / active EE | $6,771 | $4,800+41.1% | $4,394+54.1% | $6,400+5.8% |
| Admin fee / account holder | $6,867 | $5,982+14.8% | $5,329+28.9% | $11,427-39.9% |