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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 | $133,131 | $90,606+46.9% | $79,466+67.5% | $135,379-1.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.80% | 977.69%-984.5pp | 718.28%-725.1pp | 519.79%-526.6pp |
| Employer contribution / active EE | $5,467 | $3,068+78.2% | $2,800+95.2% | $4,779+14.4% |
| Participant deferral / active EE | $10,934 | $4,050+170.0% | $3,704+195.2% | $5,609+94.9% |
| Admin fee / account holder | $1,004 | $5,895-83.0% | $5,104-80.3% | $10,828-90.7% |