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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 | $102,753 | $90,606+13.4% | $79,466+29.3% | $135,379-24.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.06% | 977.69%-982.7pp | 718.28%-723.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $3,029 | $3,068-1.3% | $2,800+8.2% | $4,779-36.6% |
| Participant deferral / active EE | $7,772 | $4,050+91.9% | $3,704+109.8% | $5,609+38.6% |
| Admin fee / account holder | $2,006 | $5,895-66.0% | $5,104-60.7% | $10,828-81.5% |