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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 | $76,901 | $90,617-15.1% | $79,476-3.2% | $135,382-43.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.22% | 977.57%-983.8pp | 718.21%-724.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $11,818 | $3,068+285.2% | $2,800+322.0% | $4,779+147.3% |
| Participant deferral / active EE | $3,516 | $4,050-13.2% | $3,704-5.1% | $5,609-37.3% |
| Admin fee / account holder | $908 | $5,907-84.6% | $5,113-82.2% | $10,829-91.6% |