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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 | $103,522 | $90,606+14.3% | $79,466+30.3% | $135,379-23.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.66% | 977.69%-983.4pp | 718.28%-723.9pp | 519.79%-525.4pp |
| Employer contribution / active EE | $7,689 | $3,068+150.6% | $2,800+174.6% | $4,779+60.9% |
| Participant deferral / active EE | $5,077 | $4,050+25.3% | $3,704+37.1% | $5,609-9.5% |
| Admin fee / account holder | $3,324 | $5,895-43.6% | $5,104-34.9% | $10,828-69.3% |