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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 | $92,684+31.5% | $82,706+47.3% | $134,509-9.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.94% | 945.84%-957.8pp | 701.76%-713.7pp | 418.13%-430.1pp |
| Employer contribution / active EE | $3,912 | $3,272+19.6% | $3,007+30.1% | $4,741-17.5% |
| Participant deferral / active EE | $5,060 | $4,800+5.4% | $4,394+15.2% | $6,400-20.9% |
| Admin fee / account holder | $3,278 | $5,982-45.2% | $5,329-38.5% | $11,427-71.3% |