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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 | $132,341 | $92,684+42.8% | $82,706+60.0% | $134,509-1.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.68% | 945.84%-957.5pp | 701.76%-713.4pp | 418.13%-429.8pp |
| Employer contribution / active EE | $5,070 | $3,272+55.0% | $3,007+68.6% | $4,741+6.9% |
| Participant deferral / active EE | $12,798 | $4,800+166.6% | $4,394+191.3% | $6,400+100.0% |
| Admin fee / account holder | $19,806 | $5,982+231.1% | $5,329+271.7% | $11,427+73.3% |