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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 | $160,136 | $90,607+76.7% | $79,467+101.5% | $135,380+18.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.14% | 977.74%-985.9pp | 718.30%-726.4pp | 519.81%-527.9pp |
| Employer contribution / active EE | $8,941 | $3,068+191.4% | $2,800+219.3% | $4,779+87.1% |
| Participant deferral / active EE | $8,716 | $4,050+115.2% | $3,704+135.3% | $5,609+55.4% |
| Admin fee / account holder | $2,484 | $5,895-57.9% | $5,104-51.3% | $10,828-77.1% |