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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 | $142,854 | $92,766+54.0% | $82,763+72.6% | $134,545+6.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.87% | 946.97%-961.8pp | 702.45%-717.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $18,374 | $3,273+461.4% | $3,008+510.8% | $4,742+287.5% |
| Participant deferral / active EE | $22,500 | $4,802+368.5% | $4,395+411.9% | $6,401+251.5% |
| Admin fee / account holder | $1,348 | $5,978-77.4% | $5,325-74.7% | $11,431-88.2% |