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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 | $157,970 | $90,607+74.3% | $79,467+98.8% | $135,380+16.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 977.74%-983.7pp | 718.30%-724.3pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,554 | $3,068-49.3% | $2,800-44.5% | $4,779-67.5% |
| Participant deferral / active EE | $2,997 | $4,050-26.0% | $3,704-19.1% | $5,609-46.6% |
| Admin fee / account holder | $1,512 | $5,895-74.4% | $5,104-70.4% | $10,828-86.0% |