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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 | $212,490 | $92,684+129.3% | $82,706+156.9% | $134,509+58.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.88% | 945.84%-958.7pp | 701.76%-714.6pp | 418.13%-431.0pp |
| Employer contribution / active EE | $6,803 | $3,272+107.9% | $3,007+126.2% | $4,741+43.5% |
| Participant deferral / active EE | $5,670 | $4,800+18.1% | $4,394+29.0% | $6,400-11.4% |
| Admin fee / account holder | $1,640 | $5,982-72.6% | $5,329-69.2% | $11,427-85.6% |