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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 | $88,187 | $90,607-2.7% | $79,467+11.0% | $135,380-34.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.73% | 977.74%-979.5pp | 718.30%-720.0pp | 519.81%-521.5pp |
| Employer contribution / active EE | $6,540 | $3,068+113.2% | $2,800+133.5% | $4,779+36.8% |
| Participant deferral / active EE | $4,271 | $4,050+5.5% | $3,704+15.3% | $5,609-23.8% |
| Admin fee / account holder | $817 | $5,895-86.1% | $5,104-84.0% | $10,828-92.5% |