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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 | $132,418 | $92,743+42.8% | $82,744+60.0% | $134,532-1.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.93% | 946.63%-961.6pp | 702.22%-717.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $9,365 | $3,273+186.2% | $3,008+211.3% | $4,741+97.5% |
| Participant deferral / active EE | $6,802 | $4,802+41.7% | $4,395+54.8% | $6,401+6.3% |
| Admin fee / account holder | $853 | $5,977-85.7% | $5,325-84.0% | $11,429-92.5% |