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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 | $129,763 | $92,766+39.9% | $82,763+56.8% | $134,545-3.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.92% | 946.97%-964.9pp | 702.45%-720.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,441 | $3,273-25.4% | $3,008-18.9% | $4,742-48.5% |
| Participant deferral / active EE | $2,892 | $4,802-39.8% | $4,395-34.2% | $6,401-54.8% |
| Admin fee / account holder | $5,446 | $5,978-8.9% | $5,325+2.3% | $11,431-52.4% |