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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 | $92,679 | $92,766-0.1% | $82,763+12.0% | $134,545-31.1% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -14.41% | 946.97%-961.4pp | 702.45%-716.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $587 | $3,273-82.1% | $3,008-80.5% | $4,742-87.6% |
| Participant deferral / active EE | $11,409 | $4,802+137.6% | $4,395+159.6% | $6,401+78.2% |
| Admin fee / account holder | $17,633 | $5,978+195.0% | $5,325+231.1% | $11,431+54.3% |