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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 | $217,196 | $92,766+134.1% | $82,763+162.4% | $134,545+61.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.25% | 946.97%-963.2pp | 702.45%-718.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $5,646 | $3,273+72.5% | $3,008+87.7% | $4,742+19.1% |
| Participant deferral / active EE | $10,687 | $4,802+122.5% | $4,395+143.1% | $6,401+66.9% |
| Admin fee / account holder | $13,587 | $5,978+127.3% | $5,325+155.2% | $11,431+18.9% |