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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 | $120,253 | $90,607+32.7% | $79,467+51.3% | $135,380-11.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 977.74%-986.8pp | 718.30%-727.4pp | 519.81%-528.9pp |
| Employer contribution / active EE | $3,041 | $3,068-0.9% | $2,800+8.6% | $4,779-36.4% |
| Participant deferral / active EE | $6,583 | $4,050+62.5% | $3,704+77.7% | $5,609+17.4% |
| Admin fee / account holder | $584 | $5,895-90.1% | $5,104-88.6% | $10,828-94.6% |