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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 | $131,162 | $90,607+44.8% | $79,467+65.1% | $135,380-3.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 977.74%-983.8pp | 718.30%-724.3pp | 519.81%-525.8pp |
| Employer contribution / active EE | $8,434 | $3,068+174.9% | $2,800+201.2% | $4,779+76.5% |
| Participant deferral / active EE | $5,400 | $4,050+33.3% | $3,704+45.8% | $5,609-3.7% |
| Admin fee / account holder | $1,142 | $5,895-80.6% | $5,104-77.6% | $10,828-89.5% |