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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 | $126,322 | $92,766+36.2% | $82,763+52.6% | $134,545-6.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.79% | 946.97%-955.8pp | 702.45%-711.2pp | 418.37%-427.2pp |
| Employer contribution / active EE | $2,123 | $3,273-35.1% | $3,008-29.4% | $4,742-55.2% |
| Participant deferral / active EE | $2,090 | $4,802-56.5% | $4,395-52.4% | $6,401-67.3% |
| Admin fee / account holder | $503 | $5,978-91.6% | $5,325-90.6% | $11,431-95.6% |