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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 | $126,961 | $92,743+36.9% | $82,744+53.4% | $134,532-5.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.36% | 946.63%-960.0pp | 702.22%-715.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $10,576 | $3,273+223.2% | $3,008+251.6% | $4,741+123.1% |
| Participant deferral / active EE | $5,953 | $4,802+24.0% | $4,395+35.5% | $6,401-7.0% |
| Admin fee / account holder | $4,732 | $5,977-20.8% | $5,325-11.1% | $11,429-58.6% |