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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 | $177,178 | $92,766+91.0% | $82,763+114.1% | $134,545+31.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -7.74% | 946.97%-954.7pp | 702.45%-710.2pp | 418.37%-426.1pp |
| Employer contribution / active EE | $8,449 | $3,273+158.1% | $3,008+180.9% | $4,742+78.2% |
| Participant deferral / active EE | $10,417 | $4,802+116.9% | $4,395+137.0% | $6,401+62.7% |
| Admin fee / account holder | $50,125 | $5,978+738.5% | $5,325+841.3% | $11,431+338.5% |