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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 | $242,141 | $92,766+161.0% | $82,763+192.6% | $134,545+80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.30% | 946.97%-961.3pp | 702.45%-716.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $5,790 | $3,273+76.9% | $3,008+92.4% | $4,742+22.1% |
| Participant deferral / active EE | $7,670 | $4,802+59.7% | $4,395+74.5% | $6,401+19.8% |
| Admin fee / account holder | $5,818 | $5,978-2.7% | $5,325+9.2% | $11,431-49.1% |