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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 | $92,908 | $95,979-3.2% | $74,551+24.6% | $135,380-31.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.79% | 56.97%-60.8pp | 32.53%-36.3pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,500 | $2,716+28.9% | $1,961+78.5% | $4,779-26.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,684 | $6,522-58.9% | $5,059-47.0% | $10,828-75.2% |