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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 | $107,709 | $90,606+18.9% | $79,466+35.5% | $135,379-20.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.06% | 977.69%-980.8pp | 718.28%-721.3pp | 519.79%-522.8pp |
| Employer contribution / active EE | $10,908 | $3,068+255.6% | $2,800+289.5% | $4,779+128.3% |
| Participant deferral / active EE | $5,990 | $4,050+47.9% | $3,704+61.7% | $5,609+6.8% |
| Admin fee / account holder | $33,001 | $5,895+459.8% | $5,104+546.6% | $10,828+204.8% |