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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 | $98,794 | $92,743+6.5% | $82,744+19.4% | $134,532-26.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.79% | 946.63%-960.4pp | 702.22%-716.0pp | 418.27%-432.1pp |
| Employer contribution / active EE | $13,455 | $3,273+311.1% | $3,008+347.3% | $4,741+183.8% |
| Participant deferral / active EE | $6,630 | $4,802+38.1% | $4,395+50.9% | $6,401+3.6% |
| Admin fee / account holder | $784 | $5,977-86.9% | $5,325-85.3% | $11,429-93.1% |