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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 | $133,689 | $92,766+44.1% | $82,763+61.5% | $134,545-0.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.60% | 946.97%-962.6pp | 702.45%-718.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,736 | $3,273+44.7% | $3,008+57.4% | $4,742-0.1% |
| Participant deferral / active EE | $3,645 | $4,802-24.1% | $4,395-17.1% | $6,401-43.1% |
| Admin fee / account holder | $1,117 | $5,978-81.3% | $5,325-79.0% | $11,431-90.2% |