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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 | $86,721 | $92,766-6.5% | $82,763+4.8% | $134,545-35.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.65% | 946.97%-951.6pp | 702.45%-707.1pp | 418.37%-423.0pp |
| Employer contribution / active EE | $9,564 | $3,273+192.2% | $3,008+217.9% | $4,742+101.7% |
| Participant deferral / active EE | $2,578 | $4,802-46.3% | $4,395-41.4% | $6,401-59.7% |
| Admin fee / account holder | $172,319 | $5,978+2782.8% | $5,325+3136.0% | $11,431+1407.5% |