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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 | $187,425 | $106,551+75.9% | $91,225+105.5% | $134,532+39.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -2.67% | 160.78%-163.4pp | 114.12%-116.8pp | 418.27%-420.9pp |
| Employer contribution / active EE | $8,889 | $3,331+166.8% | $2,851+211.8% | $4,741+87.5% |
| Participant deferral / active EE | $2,759 | $4,718-41.5% | $4,233-34.8% | $6,401-56.9% |
| Admin fee / account holder | $2,399 | $6,234-61.5% | $5,422-55.8% | $11,429-79.0% |