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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 | $192,324 | $92,707+107.5% | $82,726+132.5% | $134,493+43.0% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -19.45% | 945.12%-964.6pp | 701.33%-720.8pp | 418.01%-437.5pp |
| Employer contribution / active EE | $10,888 | $3,274+232.6% | $3,009+261.9% | $4,740+129.7% |
| Participant deferral / active EE | $14,134 | $4,801+194.4% | $4,394+221.6% | $6,400+120.8% |
| Admin fee / account holder | $679 | $5,980-88.7% | $5,328-87.3% | $11,425-94.1% |