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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 | $128,218 | $92,766+38.2% | $82,763+54.9% | $134,545-4.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.52% | 946.97%-957.5pp | 702.45%-713.0pp | 418.37%-428.9pp |
| Employer contribution / active EE | $5,000 | $3,273+52.8% | $3,008+66.2% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,118 | $5,978-64.6% | $5,325-60.2% | $11,431-81.5% |