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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 | $153,205 | $92,743+65.2% | $82,744+85.2% | $134,532+13.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.36% | 946.63%-964.0pp | 702.22%-719.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $11,152 | $3,273+240.7% | $3,008+270.7% | $4,741+135.2% |
| Participant deferral / active EE | $6,608 | $4,802+37.6% | $4,395+50.4% | $6,401+3.2% |
| Admin fee / account holder | $3,823 | $5,977-36.0% | $5,325-28.2% | $11,429-66.5% |