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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 | $115,896 | $92,743+25.0% | $82,744+40.1% | $134,532-13.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.94% | 946.63%-962.6pp | 702.22%-718.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $6,666 | $3,273+103.7% | $3,008+121.6% | $4,741+40.6% |
| Participant deferral / active EE | $4,556 | $4,802-5.1% | $4,395+3.7% | $6,401-28.8% |
| Admin fee / account holder | $7,921 | $5,977+32.5% | $5,325+48.8% | $11,429-30.7% |