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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 | $118,397 | $92,766+27.6% | $82,763+43.1% | $134,545-12.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.50% | 946.97%-954.5pp | 702.45%-709.9pp | 418.37%-425.9pp |
| Employer contribution / active EE | $7,820 | $3,273+138.9% | $3,008+159.9% | $4,742+64.9% |
| Participant deferral / active EE | $6,055 | $4,802+26.1% | $4,395+37.8% | $6,401-5.4% |
| Admin fee / account holder | $203,878 | $5,978+3310.7% | $5,325+3728.6% | $11,431+1683.6% |