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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 | $94,813 | $92,684+2.3% | $82,706+14.6% | $134,509-29.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.48% | 945.84%-961.3pp | 701.76%-717.2pp | 418.13%-433.6pp |
| Employer contribution / active EE | $10,439 | $3,272+219.1% | $3,007+247.1% | $4,741+120.2% |
| Participant deferral / active EE | $4,903 | $4,800+2.1% | $4,394+11.6% | $6,400-23.4% |
| Admin fee / account holder | $3,170 | $5,982-47.0% | $5,329-40.5% | $11,427-72.3% |