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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 | $131,186 | $90,607+44.8% | $79,467+65.1% | $135,380-3.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.35% | 977.74%-987.1pp | 718.30%-727.7pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,020 | $3,068-34.1% | $2,800-27.9% | $4,779-57.7% |
| Participant deferral / active EE | $2,630 | $4,050-35.1% | $3,704-29.0% | $5,609-53.1% |
| Admin fee / account holder | $930 | $5,895-84.2% | $5,104-81.8% | $10,828-91.4% |