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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 | $189,821 | $92,684+104.8% | $82,706+129.5% | $134,509+41.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.49% | 945.84%-963.3pp | 701.76%-719.3pp | 418.13%-435.6pp |
| Employer contribution / active EE | $3,209 | $3,272-1.9% | $3,007+6.7% | $4,741-32.3% |
| Participant deferral / active EE | $10,709 | $4,800+123.1% | $4,394+143.7% | $6,400+67.3% |
| Admin fee / account holder | $5,510 | $5,982-7.9% | $5,329+3.4% | $11,427-51.8% |