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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 | $149,744 | $90,607+65.3% | $79,467+88.4% | $135,380+10.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.51% | 977.74%-981.2pp | 718.30%-721.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $6,776 | $3,068+120.9% | $2,800+142.0% | $4,779+41.8% |
| Participant deferral / active EE | $4,013 | $4,050-0.9% | $3,704+8.3% | $5,609-28.5% |
| Admin fee / account holder | $10,779 | $5,895+82.9% | $5,104+111.2% | $10,828-0.5% |