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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 | $190,883 | $92,766+105.8% | $82,763+130.6% | $134,545+41.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.26% | 946.97%-967.2pp | 702.45%-722.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $894 | $3,273-72.7% | $3,008-70.3% | $4,742-81.1% |
| Participant deferral / active EE | $20,500 | $4,802+326.9% | $4,395+366.4% | $6,401+220.2% |
| Admin fee / account holder | $750 | $5,978-87.5% | $5,325-85.9% | $11,431-93.4% |