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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 | $145,895 | $92,743+57.3% | $82,744+76.3% | $134,532+8.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.02% | 946.63%-962.7pp | 702.22%-718.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $3,051 | $3,273-6.8% | $3,008+1.4% | $4,741-35.6% |
| Participant deferral / active EE | $3,219 | $4,802-33.0% | $4,395-26.7% | $6,401-49.7% |
| Admin fee / account holder | $3,887 | $5,977-35.0% | $5,325-27.0% | $11,429-66.0% |