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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 | $136,993 | $90,607+51.2% | $79,467+72.4% | $135,380+1.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 977.74%-984.9pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,040 | $3,068+64.3% | $2,800+80.0% | $4,779+5.5% |
| Participant deferral / active EE | $6,088 | $4,050+50.3% | $3,704+64.4% | $5,609+8.5% |
| Admin fee / account holder | $2,478 | $5,895-58.0% | $5,104-51.4% | $10,828-77.1% |