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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 | $107,893 | $92,766+16.3% | $82,763+30.4% | $134,545-19.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.46% | 946.97%-967.4pp | 702.45%-722.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $6,374 | $3,273+94.7% | $3,008+111.9% | $4,742+34.4% |
| Participant deferral / active EE | $6,820 | $4,802+42.0% | $4,395+55.2% | $6,401+6.5% |
| Admin fee / account holder | $765 | $5,978-87.2% | $5,325-85.6% | $11,431-93.3% |