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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 | $181,160 | $92,766+95.3% | $82,763+118.9% | $134,545+34.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.78% | 946.97%-962.8pp | 702.45%-718.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $4,887 | $3,273+49.3% | $3,008+62.4% | $4,742+3.1% |
| Participant deferral / active EE | $14,389 | $4,802+199.6% | $4,395+227.4% | $6,401+124.8% |
| Admin fee / account holder | $1,395 | $5,978-76.7% | $5,325-73.8% | $11,431-87.8% |