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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 | $123,856 | $101,283+22.3% | $75,826+63.3% | $135,379-8.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.51% | 3384.62%-3393.1pp | 1914.15%-1922.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $13,262 | $2,382+456.8% | $1,913+593.1% | $4,779+177.5% |
| Participant deferral / active EE | $8,450 | $3,469+143.6% | $2,862+195.2% | $5,609+50.7% |
| Admin fee / account holder | $707 | $6,539-89.2% | $4,726-85.0% | $10,828-93.5% |