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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 | $105,169 | $90,617+16.1% | $79,476+32.3% | $135,382-22.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.50% | 977.57%-983.1pp | 718.21%-723.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $6,172 | $3,068+101.2% | $2,800+120.4% | $4,779+29.1% |
| Participant deferral / active EE | $2,904 | $4,050-28.3% | $3,704-21.6% | $5,609-48.2% |
| Admin fee / account holder | $22,223 | $5,907+276.2% | $5,113+334.6% | $10,829+105.2% |