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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 | $171,481 | $92,766+84.9% | $82,763+107.2% | $134,545+27.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.88% | 946.97%-965.9pp | 702.45%-721.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,120 | $3,273-4.7% | $3,008+3.7% | $4,742-34.2% |
| Participant deferral / active EE | $3,919 | $4,802-18.4% | $4,395-10.8% | $6,401-38.8% |
| Admin fee / account holder | $1,946 | $5,978-67.4% | $5,325-63.5% | $11,431-83.0% |