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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 | $110,660 | $92,743+19.3% | $82,744+33.7% | $134,532-17.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.46% | 946.63%-958.1pp | 702.22%-713.7pp | 418.27%-429.7pp |
| Employer contribution / active EE | $3,680 | $3,273+12.4% | $3,008+22.3% | $4,741-22.4% |
| Participant deferral / active EE | $6,838 | $4,802+42.4% | $4,395+55.6% | $6,401+6.8% |
| Admin fee / account holder | $1,921 | $5,977-67.9% | $5,325-63.9% | $11,429-83.2% |