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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 | $148,982 | $90,607+64.4% | $79,467+87.5% | $135,380+10.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.39% | 977.74%-974.3pp | 718.30%-714.9pp | 519.81%-516.4pp |
| Employer contribution / active EE | $6,385 | $3,068+108.1% | $2,800+128.0% | $4,779+33.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,924 | $5,895-16.5% | $5,104-3.5% | $10,828-54.5% |