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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 | $65,780 | $92,766-29.1% | $82,763-20.5% | $134,545-51.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.72% | 946.97%-965.7pp | 702.45%-721.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $6,653 | $3,273+103.3% | $3,008+121.2% | $4,742+40.3% |
| Participant deferral / active EE | $11,633 | $4,802+142.2% | $4,395+164.7% | $6,401+81.7% |
| Admin fee / account holder | $2,852 | $5,978-52.3% | $5,325-46.4% | $11,431-75.1% |