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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 | $116,550 | $90,607+28.6% | $79,467+46.7% | $135,380-13.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.26% | 977.74%-984.0pp | 718.30%-724.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,927 | $3,068-4.6% | $2,800+4.5% | $4,779-38.8% |
| Participant deferral / active EE | $5,854 | $4,050+44.5% | $3,704+58.0% | $5,609+4.4% |
| Admin fee / account holder | $799 | $5,895-86.5% | $5,104-84.4% | $10,828-92.6% |