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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 | $130,610 | $92,743+40.8% | $82,744+57.8% | $134,532-2.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.67% | 946.63%-963.3pp | 702.22%-718.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $8,348 | $3,273+155.1% | $3,008+177.5% | $4,741+76.1% |
| Participant deferral / active EE | $14,242 | $4,802+196.6% | $4,395+224.1% | $6,401+122.5% |
| Admin fee / account holder | $697 | $5,977-88.3% | $5,325-86.9% | $11,429-93.9% |