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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 | $97,662 | $92,743+5.3% | $82,744+18.0% | $134,532-27.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.55% | 946.63%-955.2pp | 702.22%-710.8pp | 418.27%-426.8pp |
| Employer contribution / active EE | $6,045 | $3,273+84.7% | $3,008+101.0% | $4,741+27.5% |
| Participant deferral / active EE | $8,652 | $4,802+80.2% | $4,395+96.9% | $6,401+35.2% |
| Admin fee / account holder | $7,599 | $5,977+27.1% | $5,325+42.7% | $11,429-33.5% |