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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 | $139,735 | $90,606+54.2% | $79,466+75.8% | $135,379+3.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.41% | 977.69%-985.1pp | 718.28%-725.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $11,541 | $3,068+276.2% | $2,800+312.1% | $4,779+141.5% |
| Participant deferral / active EE | $10,421 | $4,050+157.3% | $3,704+181.4% | $5,609+85.8% |
| Admin fee / account holder | $439 | $5,895-92.6% | $5,104-91.4% | $10,828-95.9% |