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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 | $131,086 | $92,766+41.3% | $82,763+58.4% | $134,545-2.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.85% | 946.97%-962.8pp | 702.45%-718.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $16,737 | $3,273+411.3% | $3,008+456.3% | $4,742+253.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,443 | $5,978-75.9% | $5,325-72.9% | $11,431-87.4% |