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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 | $157,304 | $92,766+69.6% | $82,763+90.1% | $134,545+16.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.52% | 946.97%-960.5pp | 702.45%-716.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $14,989 | $3,273+358.0% | $3,008+398.3% | $4,742+216.1% |
| Participant deferral / active EE | $8,100 | $4,802+68.7% | $4,395+84.3% | $6,401+26.5% |
| Admin fee / account holder | $1,165 | $5,978-80.5% | $5,325-78.1% | $11,431-89.8% |