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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 | $119,376 | $90,617+31.7% | $79,476+50.2% | $135,382-11.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.91% | 977.57%-982.5pp | 718.21%-723.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $7,181 | $3,068+134.1% | $2,800+156.4% | $4,779+50.3% |
| Participant deferral / active EE | $11,037 | $4,050+172.5% | $3,704+198.0% | $5,609+96.8% |
| Admin fee / account holder | $690 | $5,907-88.3% | $5,113-86.5% | $10,829-93.6% |