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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 | $116,078 | $92,743+25.2% | $82,744+40.3% | $134,532-13.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.50% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $7,287 | $3,273+122.7% | $3,008+142.3% | $4,741+53.7% |
| Participant deferral / active EE | $18,798 | $4,802+291.5% | $4,395+327.8% | $6,401+193.7% |
| Admin fee / account holder | $262,493 | $5,977+4291.5% | $5,325+4829.6% | $11,429+2196.8% |