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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 | $240,225 | $92,684+159.2% | $82,706+190.5% | $134,509+78.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.90% | 945.84%-962.7pp | 701.76%-718.7pp | 418.13%-435.0pp |
| Employer contribution / active EE | $16,614 | $3,272+407.8% | $3,007+452.4% | $4,741+250.5% |
| Participant deferral / active EE | $8,674 | $4,800+80.7% | $4,394+97.4% | $6,400+35.5% |
| Admin fee / account holder | $671 | $5,982-88.8% | $5,329-87.4% | $11,427-94.1% |