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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 | $148,774 | $90,607+64.2% | $79,467+87.2% | $135,380+9.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.98% | 977.74%-986.7pp | 718.30%-727.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $7,089 | $3,068+131.1% | $2,800+153.2% | $4,779+48.3% |
| Participant deferral / active EE | $4,012 | $4,050-1.0% | $3,704+8.3% | $5,609-28.5% |
| Admin fee / account holder | $1,951 | $5,895-66.9% | $5,104-61.8% | $10,828-82.0% |