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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 | $94,538 | $92,743+1.9% | $82,744+14.3% | $134,532-29.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.53% | 946.63%-964.2pp | 702.22%-719.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $11,614 | $3,273+254.9% | $3,008+286.1% | $4,741+145.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $897 | $5,977-85.0% | $5,325-83.2% | $11,429-92.2% |