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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 | $124,324 | $92,766+34.0% | $82,763+50.2% | $134,545-7.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.35% | 946.97%-962.3pp | 702.45%-717.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,708 | $3,273+13.3% | $3,008+23.3% | $4,742-21.8% |
| Participant deferral / active EE | $1,438 | $4,802-70.1% | $4,395-67.3% | $6,401-77.5% |
| Admin fee / account holder | $11,739 | $5,978+96.4% | $5,325+120.4% | $11,431+2.7% |