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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 | $217,868 | $92,743+134.9% | $82,744+163.3% | $134,532+61.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.76% | 946.63%-965.4pp | 702.22%-721.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $10,191 | $3,273+211.4% | $3,008+238.8% | $4,741+115.0% |
| Participant deferral / active EE | $7,983 | $4,802+66.3% | $4,395+81.7% | $6,401+24.7% |
| Admin fee / account holder | $1,840 | $5,977-69.2% | $5,325-65.4% | $11,429-83.9% |