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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 | $111,687 | $92,743+20.4% | $82,744+35.0% | $134,532-17.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.92% | 946.63%-961.6pp | 702.22%-717.1pp | 418.27%-433.2pp |
| Employer contribution / active EE | $6,375 | $3,273+94.8% | $3,008+111.9% | $4,741+34.5% |
| Participant deferral / active EE | $6,914 | $4,802+44.0% | $4,395+57.3% | $6,401+8.0% |
| Admin fee / account holder | $3,979 | $5,977-33.4% | $5,325-25.3% | $11,429-65.2% |