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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 | $140,947 | $92,684+52.1% | $82,706+70.4% | $134,509+4.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.89% | 945.84%-956.7pp | 701.76%-712.6pp | 418.13%-429.0pp |
| Employer contribution / active EE | $2,400 | $3,272-26.6% | $3,007-20.2% | $4,741-49.4% |
| Participant deferral / active EE | $14,316 | $4,800+198.2% | $4,394+225.8% | $6,400+123.7% |
| Admin fee / account holder | $30,536 | $5,982+410.5% | $5,329+473.1% | $11,427+167.2% |