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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 | $91,228 | $90,606+0.7% | $79,466+14.8% | $135,379-32.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.09% | 977.69%-979.8pp | 718.28%-720.4pp | 519.79%-521.9pp |
| Employer contribution / active EE | $2,446 | $3,068-20.3% | $2,800-12.6% | $4,779-48.8% |
| Participant deferral / active EE | $3,686 | $4,050-9.0% | $3,704-0.5% | $5,609-34.3% |
| Admin fee / account holder | $3,522 | $5,895-40.3% | $5,104-31.0% | $10,828-67.5% |