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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 | $140,003 | $92,766+50.9% | $82,763+69.2% | $134,545+4.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.01% | 946.97%-964.0pp | 702.45%-719.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $15,716 | $3,273+380.2% | $3,008+422.4% | $4,742+231.5% |
| Participant deferral / active EE | $10,172 | $4,802+111.8% | $4,395+131.4% | $6,401+58.9% |
| Admin fee / account holder | $11,791 | $5,978+97.2% | $5,325+121.4% | $11,431+3.2% |