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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 | $90,406 | $92,684-2.5% | $82,706+9.3% | $134,509-32.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.03% | 945.84%-959.9pp | 701.76%-715.8pp | 418.13%-432.2pp |
| Employer contribution / active EE | $8,525 | $3,272+160.6% | $3,007+183.5% | $4,741+79.8% |
| Participant deferral / active EE | $7,486 | $4,800+56.0% | $4,394+70.4% | $6,400+17.0% |
| Admin fee / account holder | $7,902 | $5,982+32.1% | $5,329+48.3% | $11,427-30.8% |