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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 | $137,965 | $92,766+48.7% | $82,763+66.7% | $134,545+2.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.01% | 946.97%-963.0pp | 702.45%-718.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $8,065 | $3,273+146.4% | $3,008+168.1% | $4,742+70.1% |
| Participant deferral / active EE | $14,975 | $4,802+211.8% | $4,395+240.7% | $6,401+133.9% |
| Admin fee / account holder | $4,338 | $5,978-27.4% | $5,325-18.5% | $11,431-62.1% |