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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 | $195,142 | $92,766+110.4% | $82,763+135.8% | $134,545+45.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.01% | 946.97%-966.0pp | 702.45%-721.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $11,567 | $3,273+253.4% | $3,008+284.5% | $4,742+143.9% |
| Participant deferral / active EE | $4,598 | $4,802-4.3% | $4,395+4.6% | $6,401-28.2% |
| Admin fee / account holder | $4,927 | $5,978-17.6% | $5,325-7.5% | $11,431-56.9% |