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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 | $159,401 | $90,607+75.9% | $79,467+100.6% | $135,380+17.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.56% | 977.74%-981.3pp | 718.30%-721.9pp | 519.81%-523.4pp |
| Employer contribution / active EE | $2,470 | $3,068-19.5% | $2,800-11.8% | $4,779-48.3% |
| Participant deferral / active EE | $8,094 | $4,050+99.8% | $3,704+118.5% | $5,609+44.3% |
| Admin fee / account holder | $26,681 | $5,895+352.6% | $5,104+422.7% | $10,828+146.4% |