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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 | $167,424 | $92,766+80.5% | $82,763+102.3% | $134,545+24.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.11% | 946.97%-967.1pp | 702.45%-722.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $7,953 | $3,273+143.0% | $3,008+164.4% | $4,742+67.7% |
| Participant deferral / active EE | $7,953 | $4,802+65.6% | $4,395+81.0% | $6,401+24.2% |
| Admin fee / account holder | $2,309 | $5,978-61.4% | $5,325-56.6% | $11,431-79.8% |