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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 | $99,540 | $90,607+9.9% | $79,467+25.3% | $135,380-26.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.27% | 977.74%-984.0pp | 718.30%-724.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,449 | $3,068+12.4% | $2,800+23.2% | $4,779-27.8% |
| Participant deferral / active EE | $3,294 | $4,050-18.7% | $3,704-11.1% | $5,609-41.3% |
| Admin fee / account holder | $5,787 | $5,895-1.8% | $5,104+13.4% | $10,828-46.6% |