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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 | $141,845 | $90,607+56.6% | $79,467+78.5% | $135,380+4.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.85% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $5,268 | $3,068+71.7% | $2,800+88.1% | $4,779+10.2% |
| Participant deferral / active EE | $14,625 | $4,050+261.1% | $3,704+294.9% | $5,609+160.7% |
| Admin fee / account holder | $2,867 | $5,895-51.4% | $5,104-43.8% | $10,828-73.5% |