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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 | $150,349 | $92,766+62.1% | $82,763+81.7% | $134,545+11.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.67% | 946.97%-965.6pp | 702.45%-721.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $22,186 | $3,273+577.8% | $3,008+637.5% | $4,742+367.9% |
| Participant deferral / active EE | $18,625 | $4,802+287.8% | $4,395+323.8% | $6,401+191.0% |
| Admin fee / account holder | $16,426 | $5,978+174.8% | $5,325+208.5% | $11,431+43.7% |