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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 | $115,074 | $92,743+24.1% | $82,744+39.1% | $134,532-14.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.29% | 946.63%-966.9pp | 702.22%-722.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $12,909 | $3,273+294.5% | $3,008+329.2% | $4,741+172.3% |
| Participant deferral / active EE | $8,478 | $4,802+76.6% | $4,395+92.9% | $6,401+32.4% |
| Admin fee / account holder | $2,696 | $5,977-54.9% | $5,325-49.4% | $11,429-76.4% |