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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 | $170,393 | $92,766+83.7% | $82,763+105.9% | $134,545+26.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.68% | 946.97%-962.7pp | 702.45%-718.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $3,778 | $3,273+15.4% | $3,008+25.6% | $4,742-20.3% |
| Participant deferral / active EE | $6,651 | $4,802+38.5% | $4,395+51.3% | $6,401+3.9% |
| Admin fee / account holder | $25,434 | $5,978+325.5% | $5,325+377.6% | $11,431+122.5% |