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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 | $115,957 | $92,684+25.1% | $82,706+40.2% | $134,509-13.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.41% | 945.84%-965.2pp | 701.76%-721.2pp | 418.13%-437.5pp |
| Employer contribution / active EE | $13,615 | $3,272+316.1% | $3,007+352.7% | $4,741+187.2% |
| Participant deferral / active EE | $11,667 | $4,800+143.1% | $4,394+165.6% | $6,400+82.3% |
| Admin fee / account holder | $1,156 | $5,982-80.7% | $5,329-78.3% | $11,427-89.9% |