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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 | $194,885 | $90,606+115.1% | $79,466+145.2% | $135,379+44.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.39% | 977.69%-984.1pp | 718.28%-724.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $3,170 | $3,068+3.3% | $2,800+13.2% | $4,779-33.7% |
| Participant deferral / active EE | $9,841 | $4,050+143.0% | $3,704+165.7% | $5,609+75.4% |
| Admin fee / account holder | $5,359 | $5,895-9.1% | $5,104+5.0% | $10,828-50.5% |