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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 | $98,663 | $90,607+8.9% | $79,467+24.2% | $135,380-27.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 977.74%-981.2pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $1,329 | $3,068-56.7% | $2,800-52.5% | $4,779-72.2% |
| Participant deferral / active EE | $3,223 | $4,050-20.4% | $3,704-13.0% | $5,609-42.5% |
| Admin fee / account holder | $844 | $5,895-85.7% | $5,104-83.5% | $10,828-92.2% |