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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 | $242,418 | $90,607+167.5% | $79,467+205.1% | $135,380+79.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.99% | 977.74%-980.7pp | 718.30%-721.3pp | 519.81%-522.8pp |
| Employer contribution / active EE | $5,143 | $3,068+67.6% | $2,800+83.7% | $4,779+7.6% |
| Participant deferral / active EE | $3,175 | $4,050-21.6% | $3,704-14.3% | $5,609-43.4% |
| Admin fee / account holder | $1,616 | $5,895-72.6% | $5,104-68.3% | $10,828-85.1% |