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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 | $164,753 | $90,607+81.8% | $79,467+107.3% | $135,380+21.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.89% | 977.74%-982.6pp | 718.30%-723.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,097 | $3,068+1.0% | $2,800+10.6% | $4,779-35.2% |
| Participant deferral / active EE | $6,607 | $4,050+63.1% | $3,704+78.4% | $5,609+17.8% |
| Admin fee / account holder | $14,872 | $5,895+152.3% | $5,104+191.4% | $10,828+37.3% |