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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 | $167,663 | $92,743+80.8% | $82,744+102.6% | $134,532+24.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.13% | 946.63%-964.8pp | 702.22%-720.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,419 | $3,273+4.5% | $3,008+13.6% | $4,741-27.9% |
| Participant deferral / active EE | $15,221 | $4,802+217.0% | $4,395+246.4% | $6,401+137.8% |
| Admin fee / account holder | $5,100 | $5,977-14.7% | $5,325-4.2% | $11,429-55.4% |