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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 | $134,994 | $92,766+45.5% | $82,763+63.1% | $134,545+0.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.54% | 946.97%-959.5pp | 702.45%-715.0pp | 418.37%-430.9pp |
| Employer contribution / active EE | $6,402 | $3,273+95.6% | $3,008+112.8% | $4,742+35.0% |
| Participant deferral / active EE | $7,081 | $4,802+47.5% | $4,395+61.1% | $6,401+10.6% |
| Admin fee / account holder | $7,663 | $5,978+28.2% | $5,325+43.9% | $11,431-33.0% |