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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 | $169,644 | $92,743+82.9% | $82,744+105.0% | $134,532+26.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.80% | 946.63%-961.4pp | 702.22%-717.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,337 | $3,273+2.0% | $3,008+10.9% | $4,741-29.6% |
| Participant deferral / active EE | $3,353 | $4,802-30.2% | $4,395-23.7% | $6,401-47.6% |
| Admin fee / account holder | $604 | $5,977-89.9% | $5,325-88.6% | $11,429-94.7% |