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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 | $120,875 | $90,617+33.4% | $79,476+52.1% | $135,382-10.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.69% | 977.57%-985.3pp | 718.21%-725.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $7,840 | $3,068+155.6% | $2,800+180.0% | $4,779+64.1% |
| Participant deferral / active EE | $7,515 | $4,050+85.5% | $3,704+102.9% | $5,609+34.0% |
| Admin fee / account holder | $27,176 | $5,907+360.0% | $5,113+431.5% | $10,829+151.0% |