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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 | $115,214 | $90,617+27.1% | $79,476+45.0% | $135,382-14.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.35% | 977.57%-986.9pp | 718.21%-727.6pp | 519.77%-529.1pp |
| Employer contribution / active EE | $1,721 | $3,068-43.9% | $2,800-38.6% | $4,779-64.0% |
| Participant deferral / active EE | $2,549 | $4,050-37.1% | $3,704-31.2% | $5,609-54.6% |
| Admin fee / account holder | $984 | $5,907-83.3% | $5,113-80.8% | $10,829-90.9% |