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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 | $125,283 | $92,766+35.1% | $82,763+51.4% | $134,545-6.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 946.97%-962.9pp | 702.45%-718.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $19,362 | $3,273+491.6% | $3,008+543.6% | $4,742+308.3% |
| Participant deferral / active EE | $6,082 | $4,802+26.6% | $4,395+38.4% | $6,401-5.0% |
| Admin fee / account holder | $539 | $5,978-91.0% | $5,325-89.9% | $11,431-95.3% |