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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 | $97,619 | $90,607+7.7% | $79,467+22.8% | $135,380-27.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.81% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $5,369 | $3,068+75.0% | $2,800+91.7% | $4,779+12.3% |
| Participant deferral / active EE | $5,083 | $4,050+25.5% | $3,704+37.2% | $5,609-9.4% |
| Admin fee / account holder | $766 | $5,895-87.0% | $5,104-85.0% | $10,828-92.9% |