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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 | $118,638 | $92,684+28.0% | $82,706+43.4% | $134,509-11.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.42% | 945.84%-962.3pp | 701.76%-718.2pp | 418.13%-434.6pp |
| Employer contribution / active EE | $6,976 | $3,272+113.2% | $3,007+132.0% | $4,741+47.2% |
| Participant deferral / active EE | $10,320 | $4,800+115.0% | $4,394+134.9% | $6,400+61.2% |
| Admin fee / account holder | $1,182 | $5,982-80.2% | $5,329-77.8% | $11,427-89.7% |