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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 | $121,906 | $90,606+34.5% | $79,466+53.4% | $135,379-10.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.60% | 977.69%-985.3pp | 718.28%-725.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $10,253 | $3,068+234.2% | $2,800+266.2% | $4,779+114.6% |
| Participant deferral / active EE | $3,002 | $4,050-25.9% | $3,704-19.0% | $5,609-46.5% |
| Admin fee / account holder | $1,252 | $5,895-78.8% | $5,104-75.5% | $10,828-88.4% |