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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 | $158,285 | $90,606+74.7% | $79,466+99.2% | $135,379+16.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.52% | 977.69%-979.2pp | 718.28%-719.8pp | 519.79%-521.3pp |
| Employer contribution / active EE | $9,767 | $3,068+218.4% | $2,800+248.8% | $4,779+104.4% |
| Participant deferral / active EE | $6,167 | $4,050+52.3% | $3,704+66.5% | $5,609+9.9% |
| Admin fee / account holder | $12,688 | $5,895+115.2% | $5,104+148.6% | $10,828+17.2% |