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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 | $177,410 | $92,743+91.3% | $82,744+114.4% | $134,532+31.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -13.65% | 946.63%-960.3pp | 702.22%-715.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $10,380 | $3,273+217.2% | $3,008+245.1% | $4,741+118.9% |
| Participant deferral / active EE | $10,380 | $4,802+116.2% | $4,395+136.2% | $6,401+62.2% |
| Admin fee / account holder | $1,402 | $5,977-76.5% | $5,325-73.7% | $11,429-87.7% |