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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 | $177,483 | $101,283+75.2% | $75,826+134.1% | $135,380+31.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -2.78% | 3384.62%-3387.4pp | 1914.15%-1916.9pp | 519.81%-522.6pp |
| Employer contribution / active EE | $3,557 | $2,382+49.3% | $1,913+85.9% | $4,779-25.6% |
| Participant deferral / active EE | $3,944 | $3,469+13.7% | $2,862+37.8% | $5,609-29.7% |
| Admin fee / account holder | $396 | $6,539-93.9% | $4,726-91.6% | $10,828-96.3% |