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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 | $177,038 | $92,766+90.8% | $82,763+113.9% | $134,545+31.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.51% | 946.97%-967.5pp | 702.45%-723.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $2,861 | $3,273-12.6% | $3,008-4.9% | $4,742-39.7% |
| Participant deferral / active EE | $4,849 | $4,802+1.0% | $4,395+10.3% | $6,401-24.3% |
| Admin fee / account holder | $10,826 | $5,978+81.1% | $5,325+103.3% | $11,431-5.3% |