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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 | $179,711 | $92,766+93.7% | $82,763+117.1% | $134,545+33.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.77% | 946.97%-966.7pp | 702.45%-722.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $15,907 | $3,273+386.0% | $3,008+428.8% | $4,742+235.5% |
| Participant deferral / active EE | $16,090 | $4,802+235.1% | $4,395+266.1% | $6,401+151.4% |
| Admin fee / account holder | $56,645 | $5,978+847.6% | $5,325+963.7% | $11,431+395.6% |