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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 | $204,061 | $92,766+120.0% | $82,763+146.6% | $134,545+51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.46% | 946.97%-965.4pp | 702.45%-720.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $9,041 | $3,273+176.2% | $3,008+200.5% | $4,742+90.7% |
| Participant deferral / active EE | $7,577 | $4,802+57.8% | $4,395+72.4% | $6,401+18.4% |
| Admin fee / account holder | $12,149 | $5,978+103.2% | $5,325+128.1% | $11,431+6.3% |