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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 | $109,515 | $180,459-39.3% | $154,108-28.9% | $135,380-19.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $10,578 | $6,035+75.3% | $5,298+99.7% | $4,779+121.4% |
| Participant deferral / active EE | $6,060 | $5,806+4.4% | $5,081+19.3% | $5,609+8.0% |
| Admin fee / account holder | $1,023 | $16,145-93.7% | $13,411-92.4% | $10,828-90.5% |