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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 | $180,592 | $90,607+99.3% | $79,467+127.3% | $135,380+33.4% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -3.89% | 977.74%-981.6pp | 718.30%-722.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $6,831 | $3,068+122.7% | $2,800+143.9% | $4,779+42.9% |
| Participant deferral / active EE | $3,157 | $4,050-22.1% | $3,704-14.8% | $5,609-43.7% |
| Admin fee / account holder | $33,936 | $5,895+475.7% | $5,104+564.9% | $10,828+213.4% |