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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 | $129,690 | $90,607+43.1% | $79,467+63.2% | $135,380-4.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.21% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,536 | $3,068+15.3% | $2,800+26.3% | $4,779-26.0% |
| Participant deferral / active EE | $6,450 | $4,050+59.2% | $3,704+74.1% | $5,609+15.0% |
| Admin fee / account holder | $6,537 | $5,895+10.9% | $5,104+28.1% | $10,828-39.6% |