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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 | $90,306 | $92,684-2.6% | $82,706+9.2% | $134,509-32.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.05% | 945.84%-960.9pp | 701.76%-716.8pp | 418.13%-433.2pp |
| Employer contribution / active EE | $10,171 | $3,272+210.9% | $3,007+238.2% | $4,741+114.6% |
| Participant deferral / active EE | $10,225 | $4,800+113.0% | $4,394+132.7% | $6,400+59.8% |
| Admin fee / account holder | $1,237 | $5,982-79.3% | $5,329-76.8% | $11,427-89.2% |