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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 | $170,774 | $92,766+84.1% | $82,763+106.3% | $134,545+26.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.22% | 946.97%-966.2pp | 702.45%-721.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $6,285 | $3,273+92.0% | $3,008+108.9% | $4,742+32.5% |
| Participant deferral / active EE | $16,102 | $4,802+235.3% | $4,395+266.4% | $6,401+151.5% |
| Admin fee / account holder | $3,126 | $5,978-47.7% | $5,325-41.3% | $11,431-72.7% |