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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 | $146,684 | $92,743+58.2% | $82,744+77.3% | $134,532+9.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.79% | 946.63%-965.4pp | 702.22%-721.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $10,194 | $3,273+211.5% | $3,008+238.9% | $4,741+115.0% |
| Participant deferral / active EE | $4,336 | $4,802-9.7% | $4,395-1.3% | $6,401-32.3% |
| Admin fee / account holder | $985 | $5,977-83.5% | $5,325-81.5% | $11,429-91.4% |