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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 | $177,420 | $90,617+95.8% | $79,476+123.2% | $135,382+31.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.34% | 977.57%-985.9pp | 718.21%-726.6pp | 519.77%-528.1pp |
| Employer contribution / active EE | $16,135 | $3,068+426.0% | $2,800+476.2% | $4,779+237.6% |
| Participant deferral / active EE | $17,571 | $4,050+333.8% | $3,704+374.4% | $5,609+213.3% |
| Admin fee / account holder | $370 | $5,907-93.7% | $5,113-92.8% | $10,829-96.6% |