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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 | $198,406 | $92,684+114.1% | $82,706+139.9% | $134,509+47.5% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -19.46% | 945.84%-965.3pp | 701.76%-721.2pp | 418.13%-437.6pp |
| Employer contribution / active EE | $9,182 | $3,272+180.6% | $3,007+205.3% | $4,741+93.7% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $14,095 | $5,982+135.6% | $5,329+164.5% | $11,427+23.4% |