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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 | $193,641 | $92,743+108.8% | $82,744+134.0% | $134,532+43.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.53% | 946.63%-965.2pp | 702.22%-720.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $10,125 | $3,273+209.4% | $3,008+236.6% | $4,741+113.5% |
| Participant deferral / active EE | $7,659 | $4,802+59.5% | $4,395+74.3% | $6,401+19.7% |
| Admin fee / account holder | $8,370 | $5,977+40.0% | $5,325+57.2% | $11,429-26.8% |