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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 | $132,830 | $92,766+43.2% | $82,763+60.5% | $134,545-1.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.33% | 946.97%-959.3pp | 702.45%-714.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $9,683 | $3,273+195.8% | $3,008+221.9% | $4,742+104.2% |
| Participant deferral / active EE | $5,523 | $4,802+15.0% | $4,395+25.7% | $6,401-13.7% |
| Admin fee / account holder | $14,821 | $5,978+147.9% | $5,325+178.3% | $11,431+29.7% |