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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 | $154,722 | $92,766+66.8% | $82,763+86.9% | $134,545+15.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.85% | 946.97%-959.8pp | 702.45%-715.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $6,678 | $3,273+104.0% | $3,008+122.0% | $4,742+40.8% |
| Participant deferral / active EE | $6,678 | $4,802+39.1% | $4,395+51.9% | $6,401+4.3% |
| Admin fee / account holder | $5,178 | $5,978-13.4% | $5,325-2.8% | $11,431-54.7% |