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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 | $121,849 | $92,766+31.4% | $82,763+47.2% | $134,545-9.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.94% | 946.97%-958.9pp | 702.45%-714.4pp | 418.37%-430.3pp |
| Employer contribution / active EE | $3,912 | $3,273+19.5% | $3,008+30.0% | $4,742-17.5% |
| Participant deferral / active EE | $5,060 | $4,802+5.4% | $4,395+15.1% | $6,401-21.0% |
| Admin fee / account holder | $3,278 | $5,978-45.2% | $5,325-38.5% | $11,431-71.3% |