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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 | $141,825 | $92,743+52.9% | $82,744+71.4% | $134,532+5.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.91% | 946.63%-966.5pp | 702.22%-722.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $17,201 | $3,273+425.6% | $3,008+471.8% | $4,741+262.8% |
| Participant deferral / active EE | $2,021 | $4,802-57.9% | $4,395-54.0% | $6,401-68.4% |
| Admin fee / account holder | $710 | $5,977-88.1% | $5,325-86.7% | $11,429-93.8% |