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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 | $137,732 | $92,707+48.6% | $82,726+66.5% | $134,493+2.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.27% | 945.12%-962.4pp | 701.33%-718.6pp | 418.01%-435.3pp |
| Employer contribution / active EE | $8,647 | $3,274+164.1% | $3,009+187.4% | $4,740+82.4% |
| Participant deferral / active EE | $15,252 | $4,801+217.7% | $4,394+247.1% | $6,400+138.3% |
| Admin fee / account holder | $764 | $5,980-87.2% | $5,328-85.7% | $11,425-93.3% |