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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 | $87,291 | $90,607-3.7% | $79,467+9.8% | $135,380-35.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.16% | 977.74%-979.9pp | 718.30%-720.5pp | 519.81%-522.0pp |
| Employer contribution / active EE | $7,317 | $3,068+138.5% | $2,800+161.3% | $4,779+53.1% |
| Participant deferral / active EE | $13,354 | $4,050+229.7% | $3,704+260.5% | $5,609+138.1% |
| Admin fee / account holder | $83,388 | $5,895+1314.5% | $5,104+1533.7% | $10,828+670.1% |