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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 | $114,216 | $90,617+26.0% | $79,476+43.7% | $135,382-15.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.87% | 977.57%-984.4pp | 718.21%-725.1pp | 519.77%-526.6pp |
| Employer contribution / active EE | $11,197 | $3,068+265.0% | $2,800+299.8% | $4,779+134.3% |
| Participant deferral / active EE | $9,520 | $4,050+135.0% | $3,704+157.0% | $5,609+69.7% |
| Admin fee / account holder | $5,130 | $5,907-13.2% | $5,113+0.3% | $10,829-52.6% |