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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 | $133,944 | $92,743+44.4% | $82,744+61.9% | $134,532-0.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.44% | 946.63%-964.1pp | 702.22%-719.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $22,519 | $3,273+588.1% | $3,008+648.6% | $4,741+375.0% |
| Participant deferral / active EE | $13,500 | $4,802+181.2% | $4,395+207.2% | $6,401+110.9% |
| Admin fee / account holder | $25,546 | $5,977+327.4% | $5,325+379.8% | $11,429+123.5% |