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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 | $116,541 | $92,743+25.7% | $82,744+40.8% | $134,532-13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.30% | 946.63%-962.9pp | 702.22%-718.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $9,441 | $3,273+188.5% | $3,008+213.9% | $4,741+99.1% |
| Participant deferral / active EE | $5,658 | $4,802+17.8% | $4,395+28.8% | $6,401-11.6% |
| Admin fee / account holder | $2,515 | $5,977-57.9% | $5,325-52.8% | $11,429-78.0% |