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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 | $91,579 | $90,607+1.1% | $79,467+15.2% | $135,380-32.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.76% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,460 | $3,068-19.8% | $2,800-12.2% | $4,779-48.5% |
| Participant deferral / active EE | $6,644 | $4,050+64.0% | $3,704+79.4% | $5,609+18.5% |
| Admin fee / account holder | $383 | $5,895-93.5% | $5,104-92.5% | $10,828-96.5% |