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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 | $170,790 | $90,606+88.5% | $79,466+114.9% | $135,379+26.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 977.69%-984.6pp | 718.28%-725.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $6,108 | $3,068+99.1% | $2,800+118.1% | $4,779+27.8% |
| Participant deferral / active EE | $8,641 | $4,050+113.3% | $3,704+133.3% | $5,609+54.1% |
| Admin fee / account holder | $2,402 | $5,895-59.2% | $5,104-52.9% | $10,828-77.8% |