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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 | $179,320 | $92,766+93.3% | $82,763+116.7% | $134,545+33.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.72% | 946.97%-958.7pp | 702.45%-714.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $8,895 | $3,273+171.8% | $3,008+195.7% | $4,742+87.6% |
| Participant deferral / active EE | $9,355 | $4,802+94.8% | $4,395+112.9% | $6,401+46.1% |
| Admin fee / account holder | $42,654 | $5,978+613.6% | $5,325+701.0% | $11,431+273.2% |