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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 | $164,694 | $90,607+81.8% | $79,467+107.2% | $135,380+21.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.72% | 977.74%-980.5pp | 718.30%-721.0pp | 519.81%-522.5pp |
| Employer contribution / active EE | $5,049 | $3,068+64.6% | $2,800+80.3% | $4,779+5.6% |
| Participant deferral / active EE | $5,385 | $4,050+32.9% | $3,704+45.4% | $5,609-4.0% |
| Admin fee / account holder | $8,429 | $5,895+43.0% | $5,104+65.1% | $10,828-22.2% |