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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 | $113,698 | $90,606+25.5% | $79,466+43.1% | $135,379-16.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.23% | 977.69%-982.9pp | 718.28%-723.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $4,090 | $3,068+33.3% | $2,800+46.1% | $4,779-14.4% |
| Participant deferral / active EE | $3,405 | $4,050-15.9% | $3,704-8.1% | $5,609-39.3% |
| Admin fee / account holder | $11,886 | $5,895+101.6% | $5,104+132.9% | $10,828+9.8% |