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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 | $94,244 | $92,743+1.6% | $82,744+13.9% | $134,532-29.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.93% | 946.63%-964.6pp | 702.22%-720.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,876 | $3,273+49.0% | $3,008+62.1% | $4,741+2.8% |
| Participant deferral / active EE | $20,229 | $4,802+321.3% | $4,395+360.3% | $6,401+216.0% |
| Admin fee / account holder | $1,350 | $5,977-77.4% | $5,325-74.7% | $11,429-88.2% |